Harbour Wealth Management Group, Inc. is a reputable investment advisory firm located in Daniel Island, SC, with a singular office serving clients. The firm takes pride in its team of three dedicated professionals, all of whom specialize in providing comprehensive investment advisory services. With an average of approximately $46,660,000 in assets under management per investment advisor, Harbour Wealth Management Group, Inc. demonstrates its ability to effectively manage client portfolios. The firm's compensation structure is diverse, encompassing a percentage of assets under management, fixed fees, and performance-based fees, ensuring flexibility and alignment with client objectives. Catering primarily to high-net-worth individuals, Harbour Wealth Management Group, Inc. manages a substantial portfolio for over 50 individual clients, with assets under management totaling more than $149,130,000. The firm's expertise and tailored approach have made it a trusted partner in serving the unique needs of affluent individuals. While 401K and individual accounts represent less than 30% of their assets under management, Harbour Wealth Management Group, Inc. possesses the capability and experience to effectively manage employer funds, catering to the diverse financial requirements of corporate clients. Notably, 78% of the assets they manage are under discretionary management, allowing for proactive decision-making and customized investment strategies. Harbour Wealth Management Group, Inc. distinguishes itself as a small investment advisory firm committed to providing personalized attention and exceptional service. The firm's team of experienced advisors, including Matthew Pardieck, Ansley Mellette, and Christopher Corley, have demonstrated their dedication to client success over many years of service. Clients can trust the expertise and guidance of Harbour Wealth Management Group, Inc. to navigate the complexities of wealth management and achieve their financial goals.