Members of Harbor Wealth’s management team boast a unique institutional and flat-fee investment background possessing more than fifty years of combined financial and investment experience. Holding the highly rigorous designations of Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), our fiduciary promise means that there are no commissions, sales quotas or third party conflicts to compromise performing in your best interest. This firm is not a CPA firm.
Jeff BurandtChief Executive Officer-CPA, CFP®
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. Burandt first began providing investment services at Dean Witter where he obtained dual registrations as a Registered Representative and Investment Advisor Representative. He served as Senior Vice President for Pershing LLC and Lockwood Financial Services Inc, which are both wholly owned subsidiaries of the Bank of New York. Mr. Burandt is a licensed Certified Public Accountant (CPA) and also holds the certification of Certified Financial Planner™ (CFP®), as granted upon the initial and ongoing requirements of education, experience and comprehensive examination. Utilizing his background in these disciplines, Jeff advises individuals and businesses in a broad range of financial matters with expertise in retirement, taxes, estates; trust and endowment charitable giving techniques; and non-qualified & qualified pension plans. As such, Mr. Burandt may receive or may be entitled to receive compensation in the form of a commission or fee. He has held memberships in several national and state organizations including the American Institute of Certified Public Accountants (AICPA), and Texas Society of Public Accountants (TSCPA). In addition to publishing and lecturing upon various ERISA, financial planning and investment management topics, Jeff has been recognized for his achievements as an honored recipient of the acclaimed Dean Witter National Director’s Award for Integrity, Professionalism, and Service to Clients. As a means of giving-back to both his community and the investment industry, Jeff also served at Southern Methodist University (SMU) as an instructor lecturing graduate students in advanced studies of Pension Design, Employee Benefits, Investment Planning, and Retirement Planning. The Dallas, Texas native is an alumnus of the University of Texas at Dallas having graduated Cum Laude with a Bachelor of Science degree in business management and accounting. Jeff, his wife Lisa and their three children live in Prosper, Texas.
Jim StewartChief Investment Officer
Mr. Stewart has been in the financial services profession for more than twenty years and is a founding Principal 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.
Mr. Stewart first began providing securities research, analysis and portfolio design at Dean Witter Reynolds Inc. In addition to having served as Portfolio Analyst for Pershing LLC and Lockwood Financial Services Inc, which are both wholly owned subsidiaries of the Bank of New York, Jim also served as Director of Research for a Texas-based money management firm. Jim is an alumnus of the University of Texas at Dallas having graduated Cum Laude with a Bachelor of Science Degree in Mathematical Sciences with a concentration in Statistics.