Harbor Asset Private Wealth
Harbor Asset Private Wealth was founded in 2021 by Marti Marache, a seasoned wealth manager with a reputation for providing genuine care and attention to each of her clients and their families. For 35 years, Marti has had the pleasure to work with a wide variety of people who all shared the desire to better manage their wealth so they could do more with their lives. Today, Harbor Asset is an independent firm, providing objective advice, detailed financial planning, goals-based investment management, and creative solutions for every financial challenge our clients face. We are true fiduciaries, bound to put our clients’ best interests first. Moreover, we are advocates for their ambitions, champions for their dreams. Our clients trust us to be the stewards of their assets, and through the deep relationships we foster with them, they see us as their allies, seated alongside them as peers collaborating for success. We are Registered Representatives of Sanctuary Securities Inc.(Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. Everything we do for you is tailored to your specific needs and goals. From asset allocations to investment selections to the personal service we provide every day, our approach to serving you focuses on you as an individual. We are at the ready to help in every instance.
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Verified contacts
8
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
9
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- TS
Toni Sechi
Client Service Executive · Customer/Client Service
EmailPhone - MM
Mark Marache
Chief of Operations · Operations
EmailPhone - MM
Marti Marache
Founder & CEO · Other
EmailPhone - RM
Robert Margiotta
Client Services Intern · Customer/Client Service
EmailPhone - RK
Ryan Keaveney
Client Services Associate · Customer/Client Service
EmailPhone - RW
Ryker Wierdsma
Client Services Associate · Customer/Client Service
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Harbor Asset Private Wealth
7 distinct titles indexed · top 7 shown.
- 2client services associate
- 1chief of operations
- 1client service executive
- 1client services executive
- 1client services intern
- 1founder & ceo
- 1summer intern
Sign up to unlock all 8 contacts at Harbor Asset Private Wealth
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