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Harbor Wealth

Providing the reassurance and guidance you need to build your financial future.

Our Services

Investment Management

Our custom investment plans, including fiduciary fee based advisory services, are designed around your specific needs, goals, and tolerance for risk.

Tax Reduction Strategies

Our custom recommendations take advantage of tax investment strategies to lighten the impact of taxes on your overall portfolio.

Risk Management

Insurance can help insulate your nest egg from potentially devasting life events - such as premature death, nursing home care or long term disability - that would otherwise cause irreparable financial damage.

Income Distribution Planning

As clients head into retirement, income distribution planning is critical to ensure income is stable even through the most challenging market environments.

Financial Planning

We follow a 6 step financial planning process:

  1. Define the process the role of the financial advisor and client
  2. Gather personal information, define and prioritize goals
  3. Analyze data and develop recommendations
  4. Discuss recommendations
  5. Implement the plan
  6. Continuously review and monitor the plan and adjust as needed

About Harbor Wealth

Harbor Wealth was founded in 2019 to provide our clients with the independent advantage. This means more investment options, less nickel and diming, and the transparency they deserve from a financial advisor.

Our Core Beliefs

  • Provide Knowledge
  • Build Trust
  • Support Collaboration
  • Remain Transparent
  • Communicate Openly

Locations

Buffalo Office

5732 Main Street
Williamsville, NY 14221

Contact us for a free consultation or call for an appointment.



Charles Triaga

Senior Partner,
Financial Advisor

Office: 716-970-4586
Email: ctriaga@harborwealthadvisors.com

Ed Burgio

Senior Partner,
Financial Advisor

Office: 716-919-4137
Email: eburgio@harborwealthadvisors.com

Syracuse Office

101 Knowell Rd
Camillus, NY 13031

Contact us for a free consultation or call for an appointment.



Michael Sheridan, MBA, CFP®

Senior Partner,
Financial Advisor

Office: 315-565-4010
Cell: 315-382-2043
Email: msheridan@harborwealthadvisors.com

Matthew Pfeiffer

Senior Partner,
Financial Advisor

Office: 315-565-4010
Cell: 315-256-4876
Email: mpfeiffer@harborwealthadvisors.com

Plattsburgh Office

52 Old Dock Road
Plattsburgh, NY 12901

Contact us for a free consultation or call for an appointment.



Patrick McGinn, CRC®

Senior Partner,
Financial Advisor

Office: 518-420-6221
Email: pmcginn@harborwealthadvisors.com

Fayetteville Office

7153 E. Genesee St.
Fayetteville, NY 13066

Contact us for a free consultation or call for an appointment.



Michael J. Porzucek, ChFC, CRC®

Senior Partner,
Financial Advisor

Cell: 315-559-1776
Email: mporzucek@harborwealthadvisors.com

A Network of Support

Harbor Wealth Advisors has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development and operational support we need. Through our alliance with IFP, we have access to a wide variety of tools and resources to support plan sponsors, plan participants and private investors.

IFP fully supports financial advisors independence, allowing me to take advantage of the many services they offer while putting your interests above all else. I'm also able to leverage their network of financial advisors and subject matter experts from across the nation to help address even the most complex needs of my clients.

Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm’s independent platform empowers financial advisors through freedom of choice and a constantly evolving technology suite that’s designed to help build better client experiences.

Independent Financial Partners Support Staff

Jakub Novak

Manager, Client Services, IFP

Jakub started his finance career in 2013 as a liaison helping key individuals get the necessary assistance. Mr. Novak currently assists to onboard and transition qualified financial advisors into IFP’s ecosystem. He also provides guidance and support to Harbor Wealth Advisors’s clients, upholding the level of service their clients deserve.

Mr. Novak is an employee of Independent Financial Partners and not alliliated with Harbor Wealth Advisors.

Khala Watson

Associate, Client Services, IFP

Khala has over 9 years of financial industry experience. She began her career as a licensed assistant and has moved into a relationship manager role at Independent Financial Partners.

Ms. Watson is an employee of Independent Financial Partners and not alliliated with Harbor Wealth Advisors.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Alisa Knafelc

Associate, Client Services, IFP

Alisa has been in the financial industry for over 5 years helping streamline processes to aim to improve the client experience. Ms. Knafelc fields calls from individuals contacting Harbor Wealth Advisors and helps direct them to the proper person.

Ms. Knafelc is an employee of Independent Financial Partners and not alliliated with Harbor Wealth Advisors.