Our History

Rooted in Trust

A Legacy of Growth and Responsibility

Since 1997, Harbour Wealth Management has provided fiduciary guidance rooted in responsibility, long-term planning, and personal service. Founded in Michigan City, Indiana, the firm was built to support families across generations. 

As Harbour has grown, our commitment has remained the same: helping individuals, families, and institutions protect what they have built, make informed decisions, and plan with confidence for what comes next. 

1997
Founded and Chartered

Founded and chartered  as a Corporate Trustee with an ambitious 5-year vision to achieve $50 million in assets under management

1999
Surpassed $50 Million

Surpassed $50 million in assets under management, achieving our first major milestone ahead of schedule

2002
New Facility

Expanded into a new facility to accommodate our growing business needs

2013
Exceeded $500 Million

Exceeded $500 million in assets under management, reflecting sustained growth and client trust  

2020
Full-Time Compliance Officer

Hired our first full-time Compliance Officer to reinforce our commitment to regulatory excellence  

2020
Doubled Office Footprint

Doubled office footprint to accommodate our expanding team and client base  

2021
Reached $1 Billion

Reached $1 billion  in assets under management, marking a new era of leadership in the industry

2022
25th Anniversary

Celebrated our 25th Anniversary, honoring a legacy of service and success  

2023
In-House CPA

Added an in-house CPA to further enhance our financial expertise  

2024
Dedicated Fiduciary Services

Established a dedicated Fiduciary Services division to better serve our clients' needs

2024
Salvation Army Chair

Selected as Chair for the Salvation Army Holiday Campaign, honoring our commitment to community leadership 

2025
$1.5 Billion

Surpassed $1.5 billion in assets under management

2026
Expanded to Crown Point

Expanded our regional presence  by opening an office in Crown Point, IN  

Ready to plan with confidence?
Contact our team today.