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Harbour Corporate and Private Wealth Management Group, Inc

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Harbour Corporate and Private Wealth Management Group, Inc

Thoughtful and heartfelt financial advice from entrepreneurs to entrepreneurs. Securities Offered Through M Holdings Securities, Inc.

A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Harbour Wealth Management Group, Inc. Harbour Wealth Management Group, Inc is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accu

racy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

03/19/2026

For ultra-affluent families, the standard approach to managing tax-inefficient assets often leads to significant drag on long-term growth potential. We look beyond traditional retail products to institutional-grade strategies, such as Private Placement Life Insurance (PPLI).

Private Placement Life Insurance (PPLI) is a sophisticated wealth-structuring tool available to qualified investors that combines the risk mitigation of life insurance with the growth potential of customized investment portfolios.

Key Features of PPLI:

🔹 Institutional Pricing: Benefit from lower costs typically reserved for large institutions.

🔹 Tax Efficiency: Assets within the policy grow tax-deferred, and death benefits are generally received income-tax-free.

🔹 Customization: Unlike off-the-shelf policies, PPLI allows for a broader range of underlying investment options, including private offerings.

Is your current insurance strategy performing at an institutional level? Connect with us to learn more about our exclusive access to institutional grade resources for qualified investors.

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03/17/2026

"Luck is what happens when preparation meets opportunity." - Seneca

While we all enjoy a bit of Irish folklore today, luck is rarely a sustainable strategy for safeguarding a multi-generational legacy. In the choppy waters of the financial markets, we prefer a sturdy anchor over a four-leaf clover.

At Harbour Wealth, we believe true prosperity is built through disciplined planning, cash-flow-based strategies, and the wisdom to prepare for the storms before they arrive. Whether you are a business owner nearing an exit or a family office looking to plan for the next generation, we help you create your own luck through meticulous preparation.

Wishing our Charleston community a safe and happy St. Patrick’s Day!

How are you preparing your portfolio for the next season? Connect with us to discuss how we can help anchor your family’s financial future.

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03/10/2026

In a crowded financial landscape, what makes a wealth management firm truly different? At Harbour Wealth Management Group, our approach is built on four non-negotiable standards:

🔹 Experienced Problem Solvers: We don’t just manage portfolios; we solve complexities. Whether it’s navigating a business exit, structuring a multi-generational estate, or helping enhance tax efficiency, we bring decades of insight to your most challenging financial puzzles.

🔹 Exclusive Resources: Through our strategic alliances, we provide access to institutional-grade investment opportunities and proprietary insurance solutions that are often out of reach for the average investor.

🔹 Fierce Objectivity: We sit on the same side of the table as you. Our independence allows us to filter out the noise and offer unbiased guidance driven by your goals.

🔹 Mission Driven: We aren't just in the business of money; we are in the business of people. Our mission is to empower you to live a life of purpose, well-being, and impact.

This is the standard you deserve. This is the Harbour way. Visit our website to learn more about our team and our philosophy: https://www.harbourwealthmanagement.com/about-our-team.

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03/05/2026

Living longer is one of the greatest gifts of modern life, but it also presents a new challenge: The math of retirement has changed.

If you retire at 65 and live to 95, your portfolio needs to sustain your lifestyle for three decades. This requires a dedicated strategy beyond simply "saving" for retirement. Our goal is to help you prepare for a long and fulfilling life with tailored strategies. We address longevity risk head-on to help ensure you don’t just survive your retirement years, but thrive in them.

We build this confidence through a multi-faceted approach:

🔹 Strategic Wealth Management: Constructing portfolios designed for endurance and inflation protection.

🔹 Life Insurance Retirement Plans (LIRPs): Utilizing tax-advantaged structures to supplement retirement income.

🔹 Living Benefit Planning: Protecting your assets against the high costs of healthcare through Long-Term Care solutions and disability insurance riders.

Don’t leave your later years to chance. Meaningful longevity requires a meaningful plan. Connect with us to discuss how to stress test your portfolio against a 30-year retirement horizon.

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03/03/2026

Time is your most valuable asset. So why spend it juggling multiple banking platforms just to chase yield or stay within FDIC limits?

For attorneys, physicians, and business owners, cash reserves are vital; whether for tax payments, capital calls, or business liquidity. Managing those reserves shouldn't be a second job. Our Cash Management services help simplify your financial operations into a single platform.

✅ Many Banks, One Account: We utilize a network of program banks to spread your deposits, offering you expanded FDIC insurance coverage far beyond the standard $250,000 limit.

✅ Competitive Yield: Your idle cash works harder, with rates that compete with high-yield savings.

✅ Total Integration: View your cash alongside your investment portfolio for a complete picture of your net worth.

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02/26/2026

Every entrepreneur has a start date. But do you have a plan for your end date? The final act of entrepreneurship is the exit. It is the moment you monetize years of hard work. However, not all exits are created equal, and the "right" path depends entirely on your goals for your capital, your employees, and your legacy.

Do you know which route aligns with your vision?

🔹 Outside Sale: Selling to a strategic buyer or competitor. Often the path to the highest valuation, but potentially at the cost of your company culture.
🔹 Inside Sale: Passing the torch to family or key management. This preserves legacy but requires careful financing and tax structuring to be feasible.
🔹 ESOP (Employee Stock Ownership Plan): Selling the company to your employees. A powerful way to reward the team that helped you build it while creating tax advantages for the seller.
🔹 Private Equity: Partnering with institutional capital. An option for owners who want to "take chips off the table" now but stay involved for the next chapter of growth.

At Harbour Wealth Management Group, we help you evaluate these paths long before the offers hit the table. Unsure which exit strategy fits your life plan? Connect with us to start the conversation.

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02/24/2026

February is often associated with flowers and chocolates, but the nonprofit organization Life Happens established this month as Insure Your Love Month for a deeper reason. Since 1994, Life Happens has reminded us that the basic motivation behind purchasing life insurance isn't ROI, market performance, or tax strategy; it is love.

Life insurance is the only financial product that can help ensure your loved ones are provided for when you can no longer be there to do it yourself. It can help pay off the mortgage, so they don't have to move. It can help fund the college tuition you dream of providing. It can help buy time to grieve without financial panic.

This month, we encourage you to look at your coverage not as a monthly bill, but as a promise kept. Has your family grown or changed since you last reviewed your policy? Connect with us to review your coverage to help ensure it still matches your life.

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02/19/2026

This National Entrepreneurship Week, we celebrate the visionaries who built something from nothing. But the true test of a business is greater than how it grows: it’s how it endures.

Succession design is about structuring the financial liquidity and incentives to help ensure your company survives the transition. At Harbour Wealth Management Group, we utilize advanced insurance strategies to address these needs:

🔹 Buy-Sell Agreements: Funded correctly, these ensure a smooth transfer of ownership and provide immediate liquidity to a deceased partner’s family without draining company cash flow.
🔹 Key Person Insurance: Protecting your bottom line against the loss of the individuals who drive your revenue and relationships.
🔹 Executive Retention (NQDC): You can't pass the torch if there is no one there to catch it. We implement strategies like Section 162 Executive Bonus Plans and Supplemental Executive Retirement Plans (SERPs) to lock in the top talent your successor will need to succeed.

Building a business takes a lifetime. Don't let its future depend on luck. Does your succession plan have the funding to back it up? Connect with us to review your continuity strategy.

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02/16/2026

Before they led the nation, many of our Presidents learned the hard lessons of leadership by running a business. History is full of Commanders-in-Chief who started as entrepreneurs:

🔹 George Washington wasn't just a general; he was one of the most successful innovative farmers and distillers of his time.
🔹 Abraham Lincoln co-owned a general store in New Salem, learning firsthand about debt and community needs (and famously paying back every cent of a failed venture).
🔹 Harry S. Truman ran a haberdashery in Kansas City. While the business struggled during a recession, the experience shaped his resilience and economic policies.
🔹 Herbert Hoover founded a successful mining engineering consultancy, managing complex operations across the globe before entering public service.

The traits required to run a small business—grit, vision, financial stewardship, and accountability—are the same traits required to lead. To all the business owners building their own legacies today: We salute your hard work. You are in good company.

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02/12/2026

Welcome to our first edition of Ask Harbour! We are kicking off our new Q&A series where we answer your real-world financial questions. This Month’s Question: "As a small business owner, I have wondered when the best time is to start exit and succession planning. What advice can you offer?"

The Harbour Perspective: The short answer? Now. Many owners make the mistake of waiting until they are ready to retire to start planning. However, a truly successful exit isn't just a transaction; it's a multi-year strategy. Ideally, you should begin the process 3 to 5 years before your target exit date. Why start so early?

– Valuation: It gives you time to "clean up" the balance sheet and drive key performance indicators that buyers (or successors) value most.
– Tax Efficiency: Advanced tax strategies often require lead time to be effective.
– Leadership Transfer: Whether passing to family or management, the next generation needs time to be groomed for the helm.

Planning early shifts you from being a "seller" to being an "architect" of your own legacy.

Want to dive deeper? Discover how we help owners navigate the lifecycle of their business, from growth to exit at https://www.harbourwealthmanagement.com/business-owners.

Join the Conversation: Have a question for next month? Drop it in the comments below or send us a DM. We’d love to help you find clarity.

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01/29/2026

Independence doesn't mean working alone. At Harbour Wealth Management Group, our clients benefit from a boutique experience backed by institutional strength.

We are proud to leverage powerful strategic partnerships:

⇆ M Financial Group: Giving us access to proprietary insurance products and pricing often unavailable in the general marketplace.

⇆ Raymond James: Providing world-class investment solutions, technology, and research.

⇆ Barry, Evans, Josephs, & Snipes: Our affiliation enhances our capabilities in advanced life insurance and estate planning strategies.

These partnerships allow us to offer the sophisticated strategies of a major firm with the personalized attention of a trusted partner. Learn more about our strategic partnerships at https://www.harbourwealthmanagement.com/resources.

5078000

Address

126 Seven Farms Road, Ste 150
Mount Pleasant, SC
29492

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18433778448

Website

http://harbourwealthmanagement.com/

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About Us

While proud of our ability to manage money in a sophisticated/disciplined manner, our clients find value in much more than our performance versus benchmarks.

Ask them... each would share a unique answer on where we made a difference in their lives. Among them: Helping owners prioritize goals prior to a business transition; sending cash when it’s needed NOW; simplifying financial affairs so clients can focus on other more important items; customizing portfolios with proven ideas and institutional discipline; helping support/expand charitable endeavors while maximizing tax savings; making sure that everything INDEED is ok before and after a loved one passes away; being creative designing a plan that saves significant taxes; making sure retirement funds have longevity past lifetimes; compassionately protecting spendthrift loved ones from themselves; helping create more runway (liquidity) for business ideas; helping to maximize value during a transition; arranging affairs to become an unattractive defendant...

Our clients have many parallel experiences, but all of them are unique.

Check out our “why we are different” page...