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:
- Define the process the role of the financial advisor and client
- Gather personal information, define and prioritize goals
- Analyze data and develop recommendations
- Discuss recommendations
- Implement the plan
- 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
Avon Lake Office
31722 Tradewinds Dr., Avon Lake, Ohio 44012
Contact us for a free consultation or call for an appointment.
Thomas P. Petrus®
Senior Partner,
Financial Advisor
Cell: 216-973-9832
Email: TPetrus@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
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.