Harbor Wealth

Harbor Wealth is a wealth management firm in Harvey, IL. The firm provides specialized financial and tax planning services designed to help clients navigate retirement and taxation with confidence. They focus on a tax-first approach to investment strategy, addressing critical concerns such as Roth conversions, Social Security taxation, and Required Minimum Distributions (RMDs).

The firm operates with a multigenerational, tax-focused philosophy that prioritizes understanding a client's tax situation before designing an investment strategy. Led by founder Elliott Vaughn, CFP®, the team includes professionals such as Benjamin Storm, CFP®, Yussef Gheriani, CIMA®, and client relationship and administrative staff. Their process is built on providing clarity and proactive communication, beginning with an initial consultation to ensure a mutual fit. They offer personalized plans that outline a client's current financial standing and necessary adjustments, with an emphasis on helping individuals manage retirement income and protect their savings from market volatility.

Harbor Wealth is recognized for its commitment to excellence, maintaining a 5.00 rating that reflects their dedication to client service. The firm is known for its thorough and well-documented approach to financial planning, providing clients with the information necessary to make educated and informed decisions regarding their wealth.

Harbor Wealth provides expert, tax-centric financial guidance to help residents in Harvey and the surrounding areas achieve a secure retirement.