Resources

Strategic Relationships with Raymond James and M Financial

Harbour Wealth Management leverages extensive resources through its strategic relationships with Raymond James and M Financial, two of the most respected names in the financial services industry.

Raymond James

Raymond James provides us with access to a robust platform of investment solutions, cutting-edge technology, and research capabilities that empowers us to offer targeted strategies to clients.

M Financial

Our partnership with M Financial enhances our offerings in the high-net-worth and ultra-high-net-worth markets, providing specialized insurance and financial products designed to meet the complex needs of affluent individuals and families.

This combination of resources enables us to deliver a comprehensive and sophisticated approach to wealth management, ensuring that clients receive the highest level of service and expertise

Barry Evans Josephs and Snipes (BEJS) is a boutique, multi-generational UHNW insurance firm with an experienced team dedicated to plan design and service. This partnership provides our clients with world-class resources in service and products.

We also provide proactive tax planning by collaborating closely with your existing advisors, such as your current financial advisors, CPA and legal professionals, to create a unified and effective financial strategy. This coordination ensures that all aspects of your tax planning are aligned with your overall financial goals, maximizing efficiency and outcomes.

The Charleston Community

Our team, rooted in the Charleston community, offers you a well-connected network built over decades of local involvement. Utilize our extensive connections to local resources, including attorneys, CPAs, bankers, business capital, charitable causes, and various services. Our network becomes your network, ensuring you have the support and introductions you need to succeed.

By choosing us, you are not only gaining a team with exceptional knowledge and wisdom but also access to exclusive corporate resources and a strong local network, all dedicated to enhancing your financial well-being and legacy