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.
Founded and chartered as a Corporate Trustee with an ambitious 5-year vision to achieve $50 million in assets under management
Surpassed $50 million in assets under management, achieving our first major milestone ahead of schedule
Expanded into a new facility to accommodate our growing business needs
Exceeded $500 million in assets under management, reflecting sustained growth and client trust
Hired our first full-time Compliance Officer to reinforce our commitment to regulatory excellence
Doubled office footprint to accommodate our expanding team and client base
Reached $1 billion in assets under management, marking a new era of leadership in the industry
Celebrated our 25th Anniversary, honoring a legacy of service and success
Added an in-house CPA to further enhance our financial expertise
Established a dedicated Fiduciary Services division to better serve our clients' needs
Selected as Chair for the Salvation Army Holiday Campaign, honoring our commitment to community leadership
Surpassed $1.5 billion in assets under management
Expanded our regional presence by opening an office in Crown Point, IN