AMERICAN HARBOUR WEALTH MANAGEMENT, LLC

Overview

American Harbour Wealth Management, LLC is an independent Registered Investment Adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, offering a mix of financial planning and portfolio management services across personal, small-business, and institutional/pension contexts. Reported advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fee arrangements include a percentage-of-AUM component plus the option of hourly or fixed fees. The firm does not list active ESG investing and is not reported as a multi-state adviser.

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Location & Offices