Harbour Corporate and Private Wealth Management Group, Inc
Thoughtful and heartfelt financial advice from entrepreneurs to entrepreneurs. Securities Offered Through M Holdings Securities, Inc.
A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Harbour Wealth Management Group, Inc. Harbour Wealth Management Group, Inc is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accu
Book Signing Party Oct 5th! -
https://mailchi.mp/8cad9d358f9f/july-matt-commentary
July Matt Commentary Hope everyone had a good July and enjoyed a fun 4th of July! We had a wonderful time teaming with my next door pit master throwing our second annual block party! We hired a wonderful young local musician (Shane Clark) as we devoured Phil’s BBQ and connected with our neighbors.
401k’s and their participants -
Micro- Small and Medium-Sized Enterprises Day -
Micro- Small and Medium-Sized Enterprises Day Harbour Wealth Management Group, Inc. is a registered investment advisor. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Harbour Wealth Management Group Inc. is independently owned and operated. ...
Fiduciary Insights Update May-2023- Newsletter -
Fiduciary Insights Update May-2023- Newsletter Welcome to Institutional Insights, the newsletter that keeps you in touch with issues, trends, events, and insights of significance to institutional investors, such as Foundations, Endowments, and Nonprofits. These articles have been carefully selected from a variety of high-quality sources.
Below are a few articles on cyber-security🔒 -
Below are a few articles on cyber-security🔒 The FBI reported last year's potential cybercrime losses at nearly $7 billion – and Raymond James Chief IT Security Officer Todd Ferguson believes that to be an underestimation. Learn about common scams and how you can help keep vulnerable loved ones safe.
Estate planning is critical for business owners. If you do not have an estate plan, the government has one for you- which will not take care of the people you love or manage the assets to protect your legacy.
Visit us at Harbour Wealth Management for thoughtful and heartfelt financial advice from entrepreneurs to entrepreneurs. https://www.harbourwealthmanagement.com/
We've been proud supporters of Harbor Entrepreneur Center for many years... here's an interview by big-hearted business owner Patrick Bryant about me landing a small plane in field next to women's prison...
https://lnkd.in/gNiFFmqB
Entrepreneur Studio - S2, Ep. 3 - The Importance of Parachutes & Checklists In this episode, Patrick sits down with Matt Pardieck, Owner/Managing Principal of Harbour Wealth Management Group and author of The Bottom Line of Happiness...
Last day for $0.99 book pre-order! https://www.amazon.com/dp/B09YT51FMK
Here I am talking about why I wrote book, have a great weekend!
https://youtu.be/wiui_39MRNY
Should have shared this a long time ago, one of my favorite nonprofits!
https://fb.watch/cFk79siC2J/
My book is now available via discounted pre-order! https://www.amazon.com/dp/B09YT51FMK. Here I am opening up fist copy...
To see all our sponsored videos of Harbor Entrepreneur Center and CRBJ with some amazing entrepreneur interviews, visit https://www.youtube.com/c/SCBIZtv/videos
SCBIZtv - YouTube SCBIZtv is the premier provider of business news videos in South Carolina. We are part of the SC Biz News family, the media company that serves high-level bu...
A great chat about importance of gratitude, especially for the business owner. Happy Thanksgiving everyone!
https://www.youtube.com/watch?v=6LbS42J7HXA
Entrepreneur Studio - Ep. 15 - Just Say Thanks CODE/+/TRUST CEO Patrick Bryant interviews Shawn Moffatt, Managing Partner at Go To Team, where they discuss the value and importance of just saying thank yo...
Every owner has to manage regulations, some are more interesting than others... enjoy!
https://www.youtube.com/watch?v=SRneIVKNfAU
Entrepreneur Studio - Ep. 14 - Hard Liquor & Harder Lessons CODE/+/TRUST CEO Patrick Bryant interviews Scott Newitt, co-founder of Firefly Spirits, where they discuss a product issue that resulted in heavy consequence...
Great talk on stress most entrepreneurs have faced!
https://www.youtube.com/watch?v=euh3xJzm-sU
Entrepreneur Studio - Ep. 13 - Sweating Payroll CODE/+/TRUST CEO Patrick Bryant interviews Earl Bridges, President and CEO of Workplace Generosity for Uncommon Giving, where they discuss sweating payroll a...
Harbour Corporate and Private Wealth Management Group, Inc updated their info in the about section.
While in motion a while, I'm excited to announce our move to our newly formed Registered Investment Advisor, Harbour Wealth Management, Inc. on Daniel Island on August 2nd! I'd like to thank Raymond James for all their amazing help in this process. Stay tuned for more details.
As part of our transition, please be aware that my new Advisor is an independent, non-affiliated registered investment adviser that maintains a service relationship with Raymond James for clearance, custody, trade-execution, and certain other technology and back-office services. In this relationship, the new Advisor, and not Raymond James or its affiliates, will provide you with services related to making investments in your account(s). As part of this communication, Raymond James is not recommending or soliciting that you move your account(s) to my new Advisor.
With Americans' personal savings rates at historic highs, there comes an urge to "do something" with idle money. Here we offer a dose of perspective on navigating this environment.
Don't Hold Your Breath for the Return of Double-Digit Rates - www.raymondjames.com www.raymondjames.com
Consider how low interest rates may present an opportunity to consolidate existing debt or pursue new areas of growth for your business. Learn more.
The Pros and Cons of Low-Rate Borrowing as a Business Owner www.raymondjames.com
Week 4 Education Webinar series today at noon, high net worth investing. Will be covering sophisticate tools to manage risk and unique investment opportunities. https://www.rjsocialmedia.com/aX2rAm
Please join us today at noon for 3rd in our Investment Education series, "stock picking"! Our first webinar is now also posted on our website under "resources" tab. Talk to you soon! https://www.rjsocialmedia.com/aYfyAd
Reminder, our second investment education webinar is today at noon: behavioral finance, why people make same mistakes and how to prevent. Zoom link below. https://www.rjsocialmedia.com/apugTi
Investment Education Webinar Series!
With all the news of Gamestop, bitcoin, Reddit message boards, and markets continually hitting new highs, people are interested in financial markets now more than ever—even my son has been asking questions, which is very cool. As the financial information from news sources is much more geared about selling ads than educating investors, we thought it would be a perfect time to host a series of educational webinars on investing. Over the next 6 weeks we plan on hosting 30 minute lunch-time sessions beginning today:
March 3rd, 2021, Time: 12:00-12:30 (Week 1)- Basic investment terms, The "8th Wonder of the World" (compounding), ‘how many eggs to put into the basket', and connecting investing to reaching goals (like college education, retirement or ‘fun').
Zoom link is below and it will be recorded! https://www.rjsocialmedia.com/aWWLN-
Low interest, high payoff? The pros and cons of low-interest borrowing.
The Pros and Cons of Low-Rate Borrowing as a Business Owner www.raymondjames.com
Planning to watch the big football game in Tampa this year? If so, you'll likely see Raymond James Stadium referenced frequently. Learn about the stadium and our relationship.
Raymond James Stadium® - About Us | Raymond James - www.raymondjames.com www.raymondjames.com
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About Us
While proud of our ability to manage money in a sophisticated/disciplined manner, our clients find value in much more than our performance versus benchmarks.
Ask them... each would share a unique answer on where we made a difference in their lives. Among them: Helping owners prioritize goals prior to a business transition; sending cash when it’s needed NOW; simplifying financial affairs so clients can focus on other more important items; customizing portfolios with proven ideas and institutional discipline; helping support/expand charitable endeavors while maximizing tax savings; making sure that everything INDEED is ok before and after a loved one passes away; being creative designing a plan that saves significant taxes; making sure retirement funds have longevity past lifetimes; compassionately protecting spendthrift loved ones from themselves; helping create more runway (liquidity) for business ideas; helping to maximize value during a transition; arranging affairs to become an unattractive defendant...
Our clients have many parallel experiences, but all of them are unique.
Check out our “why we are different” page...
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Address
126 Seven Farms Road, Ste 150
Mount Pleasant, SC
29492
Opening Hours
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 5pm |
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