HarborWise Can Help Secure Your
Financial Future
Planning Today for a Prosperous Tomorrow
At HarborWise Capital, knowledge and insight enables us to craft an investment portfolio uniquely tailored to you. Through ongoing collaboration and monitoring, we are able to discover new avenues for you to invest your wealth and help accomplish your goals. In addition to managing your investments, we’ll educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach.
Our Core Services
Wealth Management
We provide insight for the Twin Cities residents that covers everything from trust and wills to investments to retirement income planning. When it becomes overwhelming to manage on your own, trust in HarborWise.
Assets Under Management
With our Assets Under Management service, we provide comprehensive oversight and management of your investment portfolio, tailored to meet your retirement goals.
Investing
Our Investing service offers strategic investment opportunities, focusing on maximizing returns while minimizing risks to secure an easy and prosperous retirement.
Our Vision
At HarborWise Capital, our vision is clear: to serve as your trusted financial partner, offering the strategic, knowledgeable, and trustworthy expertise needed to align your financial goals with your values. Your financial future is our utmost priority, and with us, it’s in capable and reliable hands.
Step into Financial Planning
Whether you’re five years away from retirement, 20 years from retirement or already in retirement, we’ll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment.
Reviewing
Ensure you’re investing your wealth in a way that best aligns with your objectives.
Optimizing
Identifying
Why Choose HarborWise Capital?
COMPREHENSIVE WEALTH MANAGEMENT
- Charitable planning strategies
- Coordinate and attend meetings with
Family and other advisors - After-hours access to Firm Personnel
- Work with CPA to provide year-end tax documents
- Assistance in reviewing Insurance
strategies - Financial Life Organizer
- Education & Gifting Strategies
- Long Term Care Planning
- Processing Class-Action Suit Paperwork
- Investment Policy Statement
- Comprehensive Goal Planning &
Monitoring - Quarterly Performance summary reports
- Capital Gains Tax Planning
- Beneficiary Review for RJ Retirement
Plans - Annual Reviews – Face to Face or Zoom
Meeting - IRA distribution Planning
- All-inclusive account aggregation of
external accounts - Digital Document Organizer / Online Vault
COMPREHENSIVE FINANCIAL PLANNING
- Work with CPA to provide year-end tax documents
- Assistance in reviewing Insurance
strategies - Financial Life Organizer
- Education & Gifting Strategies
- Long Term Care Planning
- Processing Class-Action Suit Paperwork
- Investment Policy Statement
- Comprehensive Goal Planning &
Monitoring - Quarterly Performance summary reports
- Capital Gains Tax Planning
- Beneficiary Review for RJ Retirement
Plans - Annual Reviews – Face to Face or Zoom
Meeting - IRA distribution Planning
- All-inclusive account aggregation of
external accounts - Digital Document Organizer / Online Vault
CORE INVESTMENT MANAGEMENT
- Investment Policy Statement
- Comprehensive Goal Planning &
Monitoring - Quarterly Performance summary reports
- Capital Gains Tax Planning
- Beneficiary Review for RJ Retirement
Plans - Annual Reviews – Face to Face or Zoom
Meeting - IRA distribution Planning
- All-inclusive account aggregation of
external accounts - Digital Document Organizer / Online Vault
Start Planning Your Future Today
We will pinpoint the exact amount of risk needed for you to help achieve your goals and remain confident in our services. After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your returns.
Through analytical research we identify the asset classes that will appropriately enhance our investment portfolios.
We carefully consider a series-preferred investment product, including cost of management, performance and risk analysis. Once narrowed down to the appropriate product, we test your portfolio against a series of potential scenarios: recession, inflation and deflation. We look at strategic alternative Investments utilizing the 1031 exchange to further enhance performance while simultaneously lowering overall risk.
As these objectives change, we’ll strategically adjust our approach according to the current state of the market, so you continue to generate returns.