Making You and Your Goals Our Highest Priority
Clear Harbor Asset Management is an independent, SEC-registered investment advisory firm headquartered in New York City with an additional office in Plano, Texas. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution, as well as cutting edge customer-facing technology.
The firm is owned entirely by its employees - a team of veteran financial professionals with unparalleled breadth of knowledge and experience. Our team works closely with clients to protect and grow their wealth through best-in-class service and comprehensive financial advice.
FINANCIAL PLANNER
