Harbour Trust & Investment Management Company today announced that it will begin doing business as Harbour Wealth Management, reflecting the firm’s continued growth and the comprehensive scope of services it provides to clients across generations.
The name change represents a strategic brand refresh designed to more accurately reflect the firm’s evolution over nearly three decades of service.
“Over the years, our services have expanded beyond traditional investment management,” said Stephanie Oberlie, President at Harbour Wealth Management. “Harbour Wealth Management better represents the breadth of fiduciary wealth planning, retirement strategy, and trust services we provide to individuals and families.”
What Is Changing and What Is Not
While the firm will begin operating under the name Harbour Wealth Management, the legal entity remains Harbour Trust & Investment Management Company.
The firm emphasized that the name change does not alter its ownership, leadership, or client relationships. All existing services, accounts, and operations will continue uninterrupted under the new brand.
In addition to its legacy strengths, the firm now offers a wider range of modern planning and advisory services that support clients through every stage of life. These include comprehensive financial planning, retirement income and distribution strategies, tax‑efficient wealth planning, charitable and philanthropic guidance, estate and legacy planning, and next‑generation financial education. The expanded platform reflects the firm’s commitment to delivering clarity, confidence, and continuity for families today and in the future.
“This change enhances our identity, but it does not alter our commitment,” said Robert Rose, Chief Executive Officer & Chairman at Harbour Wealth Management. “Our responsibility to act in the best interests of our clients remains unchanged.”
A Brand That Reflects Growth
Since its founding in 1997, Harbour has grown steadily while maintaining an independent fiduciary structure. Today, the firm serves clients through coordinated wealth management, retirement planning, and trust administration.
The updated name aligns with the firm’s long-term vision: serving multiple generations with disciplined, relationship-driven advisory services.
“Our clients’ financial lives have grown more complex over time,” said Mike Hackett, Senior Vice President & Director of Wealth Advisory Services and Marketing at Harbour Wealth Management. “This brand refresh acknowledges that reality and reflects our commitment to remaining relevant, responsive, and forward-looking.”
Serving the Community for Generations
Harbour Wealth Management will continue to serve clients while maintaining its independent, fiduciary approach.
The refreshed brand identity, including updated website and materials, will roll out today, September 1, 2026.