Harbor Wealth Management, LLC Employee Directory

Q: What is Harbor Wealth Management, LLC known for?

Harbor Wealth Management, LLC was founded in 2007. Harbor Wealth Management, LLC operates in the Financial Services industry.

Q: How many employees does Harbor Wealth Management, LLC have currently?

Harbor Wealth Management, LLC has approximately 6 employees.

Financial ServicesWisconsin, United States2-10 Employees

Harbor Wealth Management is an independent wealth advisory firm that provides comprehensive financial solutions unique to each family. Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. 

Our True Wealth Process
Our process for uncovering your True Wealth is thorough, precise and personalized. We call our approach the “Wealth Designed. Life Defined.” process – to help you understand our methodology in helping you reach a higher purpose for your wealth.

Securities offered through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. Member FINRA/SIPC. Financial planning and investment advisory services are offered through Harbor Wealth Management, LLC, a registered investment advisor (“HWM”). HWM is not affiliated with APW Capital, Inc. Carson Institutional Alliance is under separate ownership from any other named entity.

Find Harbor Wealth Management, LLC employees' phone numbers or email addresses

Harbor Wealth Management, LLC Global Highlights

North America
7

United States Of America
7

Harbor Wealth Management, LLC's Leadership

J. S.
Founder Wealth Advisor
Mobile Phone
Email
E. H.
Partner
Mobile Phone
Email
L. J. R.
Senior Wealth Advisor
Mobile Phone
Email
B. P.
Senior Wealth Advisor
Mobile Phone
Email
S. W.
Income Tax Preparer
Mobile Phone
Email
T. R. E.
Financial Planning & Tax Specialist
Mobile Phone
Email

Contact profiles from Harbor Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

E. H.
Partner
Mobile Phone
Email
United StatesWisconsin
Oct 17, 2025
J. S.
Founder Wealth Advisor
Mobile Phone
Email
United StatesLouisiana
Oct 22, 2024
L. J. R.
Senior Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 20, 2025
B. P.
Senior Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 22, 2025
S. W.
Income Tax Preparer
Mobile Phone
Email
United StatesWisconsin
Oct 26, 2025
T. R. E.
Financial Planning & Tax Specialist
Mobile Phone
Email
United StatesWisconsin
Aug 01, 2024

Frequently Asked Questions

What is Harbor Wealth Management, LLC known for?

Harbor Wealth Management, LLC was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 727 Cormier Road, Suite 101; you can contact the main corporate office by phone at

+1-718-361-****

. Explore Harbor Wealth Management, LLC's company overview page for more information.

What is Harbor Wealth Management, LLC's most common email format?

Harbor Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Harbor Wealth Management, LLC email formats with LeadIQ.

How many employees does Harbor Wealth Management, LLC have currently?

Harbor Wealth Management, LLC has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Harbor Wealth Management, LLC's key employees and leadership?

As of December 2025, Harbor Wealth Management, LLC's key employees include:

Founder Wealth Advisor: J. S.
Partner: E. H.
Senior Wealth Advisor: L. J. R.
Senior Wealth Advisor: B. P.
Income Tax Preparer: S. W.

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