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Harbor Wealth

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website theharborwealth.com
Client types

Overview

Harbor Wealth Group, based in Westchester, Illinois, is an independent wealth management firm founded by Elliott Vaughn. The firm specializes in holistic financial and tax planning, aiming to build multi-generational wealth for clients through personalized services. Harbor Wealth collaborates with clients' accountants and estate attorneys to ensure coordinated financial, tax, and estate planning. Affiliated with IHT Wealth Management, the firm leverages advanced technology and investment solutions to enhance client outcomes.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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