Broker Check

Harbor Rock Wealth Management

Harbor Rock Wealth Management

President - Wealth Manager

949-994-9575
Info@HarborRockWM.com

At Harbor Rock Wealth Management, we pride ourselves in providing the tools, advice, and services necessary to empower families and individuals to pursue their goals, realize their vision of retirement, and to obtain complete financial freedom.  With over 30 years of experience, our team works side-by-side with clients, utilizing an intentional, planning-centric, and goals-based approach that allows us to customize a tailored strategy to work towards our objective.  While having the pleasure to work with so many wonderful clients over the years, we have come to realize that every scenario is unique and personal.  It is with this deep understanding that motivates us to deploy steady fundamentals and a disciplined philosophy, a notion that proves to be invaluable in this ever-changing financial environment.