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Harbor View Private Wealth: A Step Towards Independence

In a bold move to elevate its services, Harbor View Private Wealth—a prominent wealth management firm—has formed a strategic partnership with Elevation Point. This collaboration aims at establishing a more independent and client-centric approach to wealth management, overseeing an impressive $1.3 billion in client assets.

The Importance of Independence in Wealth Management

With an ever-evolving landscape in the financial sector, advisors are beginning to recognize the significance of independence. According to Daniel F. Emerson, one of the founding partners at Harbor View, having the ability to offer tailored solutions ensures that they are not just keeping pace but also setting higher standards for themselves and their clients. Emerson emphasized the future-forward approach that the partnership allows, prioritizing the unique needs of wealthy clients, especially corporate executives and their families.

Leveraging Elevation Point's Resources

Elevation Point specializes in assisting independent advisors and firms looking to break away from traditional setups. By leveraging its minority stake investment model, it empowers firms like Harbor View to access advanced tools, resources, and extensive industry networks. This equips them to not only manage client portfolios but also to enhance the overall wealth management experience. This strategic investment marks a significant shift towards a holistic, goals-oriented financial planning approach.

What Clients Can Expect

Harbor View aims to provide comprehensive financial strategies that encompass various aspects of clients' lives. Their services will now integrate:

• - Estate and Legacy Planning: Ensuring clients' wishes are respected and honored long-term.
• - Tax Strategy Integration: Maximizing tax benefits throughout different life stages.
• - Risk Management and Insurance Reviews: Safeguarding financial futures against uncertainties.
• - Business and Liquidity Event Planning: Facilitating smoother transitions during significant life or business changes.
• - Family Governance and Education: Empowering clients' families through informative sessions and workshops.

The Team Behind Harbor View

The Harbor View team is composed of dedicated professionals, including co-founders Angelo V. Esposito Jr. and Scott M. Emerson, who bring with them over 30 years of experience in the wealth management space combined. Additionally, the team is strengthened by members like Kyle Hammond and Natalie Quinn, who assist in overcoming complex financial challenges for their clients.

Each team member contributes unique skills and perspectives, ensuring a well-rounded approach to wealth management that resonates with today's affluent clients.

Listening to Client Needs

Esposito highlighted the importance of a collaborative environment where estate attorneys, accountants, and other specialized professionals work alongside the Harbor View team to address intricate client needs. This concerted effort is designed to provide clients with confidence in their financial decisions, marking a departure from just traditional investment management.

Building upon a Solid Foundation

Both Emerson and Esposito have roots in luxury wealth management, having spent significant portions of their careers at Merrill Lynch before establishing Harbor View as an affiliate of UBS in 2019. The firm has seen considerable growth, more than doubling its team size within four years.

As they transition into this new phase, their commitment to maintaining a personalized touch remains unchanged, as that remains their core principle in client engagement.

Elevation Point's Continuous Growth

This partnership is reflective of Elevation Point's ongoing mission to empower exceptional independent advisors. Having already invested in firms handling around $11 billion in client assets since launching, it’s clear that the model they offer is resonating within the industry.

Conclusion

As Harbor View Private Wealth continues on this pathway to independence, embracing the new resources and support from Elevation Point, clients can expect enhanced service and innovative financial strategies designed to align with their aspirations. This collaboration is a testament to how independence, coupled with the right resources, can lead to a significantly improved client experience in the wealth management sector.