Who we are & What we can do for you
Harbor Wealth Management, a Professional Investment Advisor, was created with a shared vision of its founders, Jeff Burandt and Jim Stewart. We strive to provide each investor a distinctly custom and prudent alternative to the “cookie cutter” investment products commonly sold in today’s market. We believe investors are poorly served by neglectful advisors that outsource investment decisions which merely rebalance among similarly correlated investments.
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Meet our Management
Mr. Burandt has been a leader in the financial services profession for more than twenty years and is a founding Principal, Shareholder and President of Harbor Wealth Management, Inc. (HWM), a professional investment advisory firm. As President of HWM, Mr. Burandt is responsible for formulating, monitoring, and supervising the investment advisory services provided to HWM clients.
Mr. Stewart has been in the financial services profession for more than seventeen years and is a founding Principal, Shareholder and Chief Investment Officer of Harbor Wealth Management Inc. (HWM). As Chief Investment Officer of HWM, Mr. Stewart leads HWM’s investment committee whose responsibilities include securities identification, analysis and selection, portfolio design and implementation, performance tracking, and ongoing monitoring of client investment portfolios.