Harbor View Private Wealth
Helping Families Align Wealth With What Matters Most
Serving Clients Nationwide
Helping Families Align Wealth With What Matters Most
Primary Advisor Locations
Locations
📍 6230 Avalon Boulevard, Alpharetta, GA 30009
Video
Compensation Methods
- Fee Based
- Percentage of Assets Managed
About Harbor View Private Wealth
At Harbor View Private Wealth, we serve as your strategic partners through every phase of life. Helping you organize and optimize your financial world so you can focus on what matters most. Whether your goals include traveling the world, building a business, or creating a legacy that endures for generations, our mission is to give you the clarity and confidence to make them a reality.As an independent wealth management firm, we combine the personalized attention of a boutique practice with the strength of institutional resources. This independence allows us to deliver truly objective advice and tailored strategies designed around your unique goals.
Our team serves as your private wealth office; a team of fiduciaries and experts coordinating each detail, anticipating what’s next, and ensuring that your wealth works in harmony with your life. From strategic planning to thoughtful execution, we help you live confidently today while shaping the legacy you’ll leave for generations to come.
Who We Serve
At Harbor View Private Wealth, we work with a select group of accomplished executives, entrepreneurs, and families who value the clarity and freedom that come from entrusting their financial lives to seasoned professionals.
Our clients are visionaries in their own right—leaders in business and in life—who recognize that wealth is about more than accumulation; it’s about purpose and peace of mind. We serve those who want a trusted team to oversee the details, anticipate what’s ahead, and coordinate every part of their financial lives—so they can focus on what matters to them most.
Our role is to bring structure to complexity, insight to decision-making, and continuity to the stewardship of their family’s legacy.
Our Process
We developed a structured, proven process designed to bring clarity and confidence to every stage of your journey. Our Harbor View Compass outlines the steps we take together — from the first conversation through planning, execution, and ongoing reviews — so you always know what to expect and how we'll continue to deliver value as your goals and circumstances evolve.
Why Work With Us
By partnering with industry-leading firms like Goldman Sachs Custody Solutions and Elevation Point, we're able to bring clients innovative tools, services, and technology, broadening the options available while freeing us to focus on what matters most: delivering tailored, high-touch service. Independence also allows us to coordinate directly with estate attorneys, CPAs, and other specialized professionals so clients' complex financial needs are addressed as a whole.
Harbor View Private Wealth ('Harbor View') is a trade name of Elevation Point Wealth Partners, LLC, an SEC-registered investment adviser. Harbor View is not separately registered with the SEC, and investment advisory services are offered exclusively through Elevation Point Wealth Partners, LLC.
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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