Focused On You

Focused On You

New Harbor Capital is a full-service financial services firm specializing in risk management, retirement planning, and portfolio management. With more than 10 years of experience in securities advising and 15 years in insurance services, we are well equipped to handle your financial needs – no matter the size.

Since our inception, we have been committed to a relationship based approach and providing the level of service and professionalism our clients expect and deserve. At New Harbor Capital, we focus on you. We listen to your needs, help define your goals, and offer solutions tailored to your specific situation.

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Navigating Your Financial Journey

Navigating Your Financial Journey

Our mission is to become your trusted advisor. You can be confident that we are always looking out for your interests and searching for products that are best suited for you and your situation. Our team uses customized fee-based portfolios and the latest hedging techniques to help minimize risks. It is our responsibility to watch the markets on a daily basis and research the reports and information that we receive from product companies. We approach the markets in a unique manner and would like the opportunity to help you better understand risk and plan accordingly.

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Objective and Independent Advice

Objective and Independent Advice

As a trusted source of information for our clients, New Harbor Capital offers useful websites and resources to help you stay informed. Access your accounts and related documents from one convenient location.

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Your Future Awaits

Your Future Awaits

Experience the benefit of working with knowledgeable professionals who take your financial planning seriously and will be there to guide you each step of the way, assisting with asset allocation and investment selections that make the most sense for you.

Let us help navigate the journey to achieving your financial goals.

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