Independent wealth partners
Harbor & Rowe helps founders and executives coordinate investments, tax-aware planning, and succession with clarity.
Three conversations before we ever recommend a portfolio.
We map cash flow, goals, risk tolerance, and what keeps you up at night.
We stress-test scenarios and align investments with your timeline.
We implement, monitor, and meet quarterly with plain-English reporting.
You get a coordinated plan across investments, retirement accounts, concentrated stock, and major liquidity events. We collaborate with your CPA and attorney so advice stays actionable.
Financial planning Portfolio management Estate coordination Risk management
CFP® professionals and planners on every relationship.
Managing Partner, CFP®
Former allocator focused on founder liquidity events.
Director of Planning
Tax-aware distribution strategies for executives.
Portfolio Lead
Institutional research process adapted for families.
“They gave us language to make decisions as a couple—not spreadsheets.”
R. & M. Sullivan
Tech founders
“The first advisor who connected investing to our estate plan without drama.”
Helena Voss
CEO, retail
Tell us what you are trying to solve—we reply within one business day.