Non-Profits

Further Empowering Your Mission

Your organization is dedicated to creating positive change, and effective financial management is crucial to achieving your mission. At Harbour Wealth Management, we understand the unique financial needs of non-profits. From increasing resources to ensuring long-term stability, our team is committed to helping you strengthen your organization’s financial foundation so you can focus on making a difference.

We partner with non-profits of all sizes to develop strategies that support growth, sustain programs, and enable impactful outcomes. Our approach is tailored to your mission, combining prudent financial oversight with a deep commitment to helping you succeed.

Services Include

Investment Policy Review

Ensure your investment strategy aligns with your mission and goals.

Asset Allocation Guidance

Optimize portfolio allocation to balance risk and return effectively.

Investment Manager Research and Selection

Identify and partner with managers that align with your organization's objectives.

Performance Reporting

Track and assess the performance of your investments with clarity.

Retirement Plan Selection and Advisory

Choose and manage retirement plans that support your team and mission.

Consulting and Education

Empower your team with financial insights and strategic guidance.

Risk Management

Protect your organization’s financial health with tailored risk strategies.

Planned Giving Advisory

Support donors with tax-efficient giving strategies.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss.

Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.