Westport, CT 06880
2034543377
Harbor West is a value-oriented financial planning and wealth management firm dedicated to helping our clients reach their financial goals. Whether it's retirement planning, business strategy, helping navigate through life transitions like marriage or divorce, or asset and investment management, we customize your financial plan to your individual goals, aspirations, even dreams.
Harbor West, formerly Hayden Wealth Management, isn't a big, impersonal firm or a cookie-cutter shop. We're about building relationships, getting to know you, and collaborating on the customized financial road map that will take you where you want to be now and in the future.
Think of us as your personal financial consultant and wealth adviser, a resource that will provide integrated financial planning and investment management solutions based on experienced judgement, superior service and, above all, your goals.
See Disclosures
Firm Start Year
CRD#
4469120
Firm CRD#
120894
Certifications, Accreditations & Designations
CFP®, CDFA®
Insurance and Annuity Licenses
Variable Life, Disability, Long Term Care, Life, Health, Annuity, Accident
Minimum Portfolio Size for New Managed Accounts
$100,000
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892263/financialplanners-Harbor-West-Wealth-Management-&-Planning-detailed-disclosure.html
Securities and Advisory services offered through Geneos Wealth Management, Inc Member FINRA/SIPC.