Empowering You to Achieve Your Financial Goals
Secure Your Financial Future with Harbor Hills
Our team keeps up with the ongoing market trends and offers you personalized financial strategies. You can count on our comprehensive wealth management services to secure your financial future and achieve your goals.
What We're Offering
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Financial Planning
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Retirement Planning
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Investment Management
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Wealth Management
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Wealth Management
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Life Insurance
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401k Management
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Cash management
ABOUT US
Your Partner in Wealth Management
Welcome to Harbor Hills Wealth Management, where we're dedicated to helping you navigate the complex world of finance with confidence and clarity. As a full- service financial firm, we offer a range of investment and wealth management services designed to help you achieve your financial goals and live the life you've always wanted.
Whether you're an individual investor or a business owner, our team of experienced advisors is committed to working with you every step of the way, ensuring your investment strategy is aligned with what matters most to you. Let us be your compass in the world of finance and chart a course to a brighter financial future today.
Personal Wealth Management
Business 401(k) Services
Institutional Investing
Winners Of International Wealth Management Awards
SOLUTIONS
Explore our solutions
Plan
We begin by having an extensive discussion about your future goals and needs in order to create a long-term financial plan that is fit for you and your family.
Build
We create a cost-effective asset allocation model that is best suited to your goals and comfort with risk.
Review
We regularly review your progress to ensure that you are on the path to meeting your objectives.
SERVING THE MISSION
Advancing the profession to benefit your financial
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OUR STORY CUSTOMERS
Our Testimonials
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Our insights
Our Mission
At Harbor Hills Wealth Management, our mission is to empower clients to achieve financial success through personalized investment management and financial planning.
Our Vision
We envision becoming the most trusted and respected financial firm, delivering exceptional investment management and financial planning services to help clients achieve their financial goals and secure their futures.
Our Approach
When you become a Harbor Hills client, we create a custom plan based on your specific financial objectives. We build a financial plan that aligns with your portfolio.
Get personal advice
when you need it most
Harbor Hills Wealth Management
Frequently Asked Questions
Who is Harbor Hills Wealth Management?
Harbor Hills Wealth Management is a distinguished investment advisor, specializing in asset management for affluent clients. Our commitment is to the highest standard of care, actively managing investments to help our clients achieve their long-term financial aspirations.
What services does Harbor Hills Wealth Management offer?
We offer a suite of personalized financial planning services that encompass budgeting, cash-flow analysis, estate and tax planning, and strategies for optimizing Social Security benefits. Each client is paired with a dedicated Investment Advisor who provides clarity about account activities and market dynamics.
What sets Harbor Hills Wealth Management apart from other investment firms?
Unlike many firms that may offer generic portfolios or investment strategies, Harbor Hills Wealth Management takes a bespoke approach. We consider a myriad of factors unique to each client—including financial objectives, needs, health status, age, and family dynamics—to craft a customized investment portfolio. This individualized strategy ensures that our advice and solutions are tailored specifically to each client's circumstances, rather than a one-size-fits-all approach.
What is the fee structure at Harbor Hills Wealth Management?
Our fee structure is designed with our clients' best interests in mind, devoid of commissions on trades. We employ a tiered fee model based on the size of the client's portfolio, aligning our success directly with that of our clients. This approach fosters a partnership where our incentives are fully aligned with achieving the best outcomes for our clients.
Who makes investment decisions for client portfolios?
The strategic investment decisions for our clients' portfolios are made by our esteemed Portfolio Managers, backed by an extensive research department that includes specialists in capital markets, macroeconomics, securities analysis, and quantitative analysis. As market conditions evolve or client needs change, we proactively adjust asset allocations to optimally position portfolios for long-term success.
Who are the clients of Harbor Hills Wealth Management?
Harbor Hills Wealth Management is dedicated to serving high net worth individuals, focusing on those with investable assets of $400,000 or more. We believe this segment of the market is often underserved and merits a superior form of money management that is meticulously tailored to their unique long-term objectives.
If you have less than $400,000, that’s OK. Please reach out to us to see how we can help.
For any further inquiries or detailed information, please do not hesitate to contact us at info@HarborHills.com or visit our office at 1485 East Valley Road Ste. 2, Montecito, CA 93108.
Schedule a Consultation
Start Your Investment Journey Today
Harbor Hills Wealth Management
We are your trusted partners in Wealth management. Let our expertise be your guide to financial freedom.
Services
Financial Planning
Retirement Planning
Investment Management
Wealth Management
Life Insurance
401k Management
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