

Capital Design Private Wealth
Private wealth management for individuals and families

Independent wealth management and investment counsel for high net worth families500 Market Street, Suite 1A, Portsmouth, NH

Harbor Advisory is an independent investment firm that has offered personalized wealth management since 1972. It works with high and ultra-high net worth families and individuals on financial planning, investment management and related asset management counsel. The firm's investment process is built around an Investment Committee made up of independent investment professionals and industry specialists who provide original research and global economic insights.
The three Senior Advisors, Weld Butler, Jack DeGan and Dan Zibinskas, handle client relationships, and clients have stayed with the firm for an average of more than 18 years. The office is at 500 Market Street in Portsmouth, New Hampshire, in Suite 1A, a larger space in the same complex the firm moved into in May, just across the parking lot from its previous location.


Private wealth management for individuals and families


Fixed-fee retirement income planning and investment management

Fee-only investment management and financial planning on the Seacoast
Listing your business here is free. Featured is $49 a month: