Harbour Wealth Management is an independent financial services and trust company headquartered in Michigan City, Indiana, focused on building lasting client relationships. Since 1997, we have operated with a clear purpose: to provide fiduciary guidance through trust, accountability, and consistency.
Through disciplined management and the trust our clients have placed in us, we have grown steadily and today manage over $1.5 billion in assets while continuing to expand our capabilities, professional expertise, and presence in Northwest Indiana and throughout the United States.
To deliver client-focused wealth management and trust administration services while remaining independent.
To serve as a trusted corporate fiduciary and wealth manager through skilled professionals committed to quality, integrity, and long-term solutions.
Trusting Relationships
Integrity
Caring
Quality Service
As an independent firm, we are structured to ensure continuity through market cycles and life transitions, helping clients navigate complex financial choices with clarity and confidence.
Harbour Wealth Management was founded in Michigan City, Indiana, in 1997 by Bob Rose and the late Leon Dargis with the belief that wealth management is based on servicing families throughout generations. Their goal was to create a company that endured beyond any single individual.
Strong governance, leadership development, and fiduciary oversight were established to ensure that client service remained our commitment well beyond the founders’ lifetimes. Today, the firm works with multiple generations within the same families, reflecting a long-standing commitment to stewardship and stability. This foundation allows Harbour Wealth Management to remain independent, client-focused, and prepared to serve families for generations to come.
