Experience...that's how to best describe the Harbor West Management Team. With 25 years in the financial planning and investment industry, we've seen it all and are in a unique place to help you manage your investments, understand your goals and help you achieve the life you want.  Contact us today for more information.


    Gerard Gruber, CFP®, CDFA®


    Gerard Gruber joined Harbor West (formerly Hayden Wealth Management) in 1997 as the Chief Investment Officer. Gerard has held management positions in a variety of disciplines, including operations, technology and finance. Prior to joining Harbor West, Gerard was an Assistant V.P. at Sims Mortgage Funding. Gerard received a Bachelor of Science degree in Business Administration from Western Connecticut State University. He is registered as a General Securities Rep and agent, holding several licenses through the Financial Industry Regulatory Authority (FINRA). Gerard is married with one child and lives in Trumbull.


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    Gustavo Soto, CRPC®

    Wealth and Fiduciary Planning Manager/AVP

    Gustavo Soto is the Wealth and Fiduciary Planning Manager/AVP for Harbor West (formerly Hayden Wealth Management). He joined the firm in 2005. Gustavo has extensive experience in investments, money market operations and treasury management in Latin American markets. He obtained his B.S. degree in Economics with a specialization in Finance from La Universidad del Pacifico, Lima Peru. He is currently studying for the CFP designation. In his spare time, Gustavo enjoys playing soccer with his twin kids, Andre & Fabiana.


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    Wendy Sincuir

    Client Relationship Manager/AVP

    Wendy Sincuir is the Client Relationship Manager for Harbor West and is the newest member of the Harbor West team joining in 2019. She provides a full range of administrative support as well as outstanding client service. Wendy has experience in investments, insurance planning and, specializes in maintaining client relationships. Prior to joining Harbor West, Wendy was the Business and Financial Manager for a financial services firm that served Professional Athletes. In her free time, she also works with the New York State Athletic Commission as a Boxing Inspector. Wendy earned her degree from Berkeley College and currently lives in Norwalk with her soon-to-be husband and two sons.


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Contact us today for more information.

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Regulatory Disclosure: The information on this website has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This website is neither an offer to sell nor a solicitation to buy any securities. Gerard Gruber offers Securities and Investment Advisory and Financial Planning service through Geneos Wealth Management, Inc, Member FINRA/SIPC.  Investments are not FDIC insured. Investments are not deposits of the financial institution and are not guaranteed by a financial institution. Investments are subject to investment risks including loss of principal amount invested.

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