Wealthworks Inc

Harbor Wealth Management, based in Green Bay, Wisconsin, specializes in guiding clients toward achieving their financial freedom by crafting personalized financial plans that encompass investment management, retirement planning, and estate planning. Their team of financial advisors serves as coaches and advocates, ensuring clients remain accountable and on track to meet their unique vision of true wealth. The firm also offers tax planning services, utilizing a comprehensive approach to identify potential savings and restructuring opportunities for their clients. Dedicated to helping individuals and families navigate their financial journeys, Harbor Wealth Management positions itself as a partner through various life stages, from wealth accumulation to retirement and beyond. Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Simon Blattstein is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Brooklyn, NY make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.