Harbour Wealth Management

Harbour Wealth Management

Founded in 2021 and based in Charleston, South Carolina, Harbour Wealth Management operates as a registered investment adviser serving individuals, high-net-worth families, and pension plans. The firm was built to address what it calls the gap between 'why' and 'how' — the disconnect between a family's stated mission and the financial architecture that supports it. Harbour Wealth Management delivers business planning, financial planning, and estate planning through a single advisory relationship. The firm does not publicly segment its asset-allocation approach by strategy or asset class, nor does it disclose specific portfolio holdings, fund commitments, or co-investment vehicles. Its regulatory posture and marketing language position it as a generalist wealth manager rather than a thematic or sector-specialist investor. Geographic coverage is concentrated in the South Carolina Lowcountry, with no disclosed offices beyond the Charleston headquarters. Team size and total assets under advisement are not publicly reported. The firm has not announced a new fund, office expansion, or senior hire since formation. No philanthropic foundation, club membership, or operating-company affiliate is disclosed in available filings or on the firm's website. Harbour Wealth Management's structure is notable for what it declines to build: no in-house alternatives platform, no family-office services beyond planning, and no multi-family-office conversion story. For a cohort of peer firms that typically add private-market access or turn into multi-family platforms within three years of launch, Harbour's continued focus on a narrow, planning-led mandate is the structural feature that distinguishes it.