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Client-Focused Advice and Guidance
The Harbor Group serves the complex financial needs of a select group of high-net-worth individuals, families and foundations. Our experienced team utilizes its deep knowledge to provide strategic custom strategies designed to help you enhance, preserve and manage your wealth.
When you select The Harbor Group, you are supported by decades of experience in the financial services industry. We believe our knowledge and experience with a broad range of services help differentiate us from other advisors.
"We know there are no easy answers or quick fixes. We believe what distinguishes us is the time we take to find a ‘holistic' approach—an appropriate set of goals matched to targeted, thoughtful strategies. We view our relationships as long lasting."
Andrew D. Allen, CRPC®
Senior Vice President–Wealth Managment
Wealth Management Advisor
We Look at the Big Picture
We focus on clients' needs with a holistic approach, taking into consideration their investment objectives, time horizon, liquidity needs, short- and long-term goals and risk tolerance. We begin by forming a conceptual understanding of you, your family and the context of your business and professional life. We look at your financial life in total and together we establish a working list of objectives, such as funding higher education expenses, retirement income planning and passing your wealth to the next generation.
After we get a clear picture of where you want to go, we will help you chart a strategy. Your strategy will incorporate your time horizon, your risk tolerance, liquidity needs and realistic expectations about investment performance.
Thoughtful implementation can add value to the wealth management process. We take into consideration significant, available information — notably from Merrill Lynch resources — before we help you allocate portfolio assets.
We conduct periodic financial reviews and make suggestions
to help keep your asset allocation aligned with your objectives. We will reexamine your overall strategy to help keep your investments timely and on target as market conditions change, offering strategic adjustments as necessary.
Clarity, Focus and Discipline
We strive to bring clarity, focus and discipline to the key aspects of yourfinancial life. We keep your objectives front and center, and use our skill to address potential opportunities and challenges to help you pursue your long-term financial goals.
Through The Harbor Group, clients have access to a high level of wealth management resources. We leverage the deep, worldwide intellectual capital of the Investment Management & Guidance (IMG) Group at Merrill Lynch. In addition, we have access to the research produced by investment strategists and analysts at BofA Merrill Lynch Global Research to provide insights on a wide range of asset categories.
With your input and Merrill Lynch's resources, The Harbor Group can help you construct a portfolio of investment strategies designed to reflect your values, risk tolerance, liquidity needs, time horizon and long-term goals.
"We don't believe in short cuts. Every client is unique and our recommendations take that into account. We strive to fit investment strategies to the client, not the other way around."
John J. Burke III, CRPC®
Senior Vice President–Wealth Managment
Wealth Management Advisor
Serving High-Net-Worth Individuals, Families and Foundations
We help affluent individuals and families develop, implement and monitor investment strategies designed to grow and preserve their wealth. Our goal is to gain a deep understanding of your investment temperament and make recommendations that align with your individualized strategy.
In working with us, clients have the benefit of our collaborative efforts, combined strengths and deep experience. We strive to be more than a manager of knowledge — our mission is to proactively give you a very high level of personal attention and form meaningful, long-lasting relationships. We take the time to truly understand your needs, suggest dynamic strategies and offer an exceptionally high level of service.
Meet The Harbor Group
One of our most important strengths is deep experience in the unusual demands of wealth.
Our team's knowledge encompasses a very wide range of financial services. We can address various aspects of your financial life, from daily transactions to designing long-term strategies.
In today's complex market environment, we believe a group of diverse individuals with different backgrounds and skills have an edge over an individual advisor. In working with us, we believe clients can benefit from the combination of our individual strengths and experiences.
Additional Resources-Wealth Management Banking
*Denotes that this individual is a shared resource of The Harbor Group, and relationships may be subject to change.
Alternative investments are intended for qualified and suitable investors only. Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity, and your tolerance for risk. Alternative Investments are speculative and involve a high degree of risk.
BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. MLPF&S is a wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.
Merrill Lynch offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining a service or services to select.
Barron's magazine, March 6, 2016, Feb. 23, 2015 and Feb. 24, 2014 Top 1,200 Advisors list. Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
Barron's magazine, Feb 19, 2013; Feb. 20, 2012; Feb. 21, 2011; Feb. 22, 2010; Top 1,000 Advisors list. Advisors considered for the "America's Top 1,000 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
Investing in fixed-income securities may involve certain risks, including the credit quality of individual issuers, possible prepayments, market or economic developments and yields and share price fluctuations due to changes in interest rates. When interest rates go up, bond prices typically drop, and vice versa.
Equity securities are subject to stock market fluctuations that occur in response to economic and business developments.
Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.
Merrill Lynch and the Bull Symbol are trademarks of Bank of America Corporation.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.
CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Drew Rosenfeld is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OH, OR, PA, PR, RI, SC, TX, UT, VA, VI, WA, WI, WV, WY
Andrew Drexel Allen is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OH, OR, PA, PR, RI, SC, TX, UT, VA, VI, WA, WI, WV, WY
John Joseph Burke is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OH, OR, PA, PR, RI, SC, TX, UT, VA, VI, WA, WI, WV, WY
Eric Wayne Muchmore is registered to do business in : AZ, CA, CO, CT, FL, GA, HI, ID, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, SC, TN, TX, UT, VA, WI
Christopher Riley is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, MA, MD, ME, NC, NH, NJ, NY, OK, PA, RI, SC, TX, VA, VT, WV, WY
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.