Our team focuses on delivering customized financial strategies to make sure corporate executives are taking full advantage of their benefits packages. We are subject matter experts in providing guidance around stock grants & options, deferred compensation plans and other employer provided benefits.
We engage with clients in a highly structured, goals-based planning process to serve as the foundation for each of our relationships. Our clients understand and feel confident in their plans both during their working careers and after the transition into retirement.
Harbor View Wealth Management Roadmap
We have designed this process to give you - and us - a framework for making an informed decision about working together. Of equal importance, you will finish this process knowing exactly where you stand in relation to your life goals.
1. Initial Introductory Meeting
2. Information and Goals Gathering Discussion
3. Analysis Presentation
- Are you on track to meet your family and financial goals?
- How can Harbor View improve your estate plan, tax plan, cash flow plan and/or portfolio allocation?
4. Follow-up Analysis and Action Plan
- Updated wealth analysis based on your feedback from the initial presentation
- Detailed next steps for plan implementation
5. Onboarding Paperwork and Administrative Next Steps
6. Wealth Plan Review Schedule
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Financial Advisor
Team Administrator
Senior Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Financial Advisor
Team Administrator
Senior Wealth Strategy Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
