About Us

An experienced team creating customized solutions backed by dedicated personal service to help you meet your life’s goals

For over three decades, Marti Marache 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.

Harbor Asset works in an open architecture environment,

meaning we have free rein to marshal solutions from best-in-class partners across the industry. Because we’re independent, we do not answer to a corporate bureaucracy that is more concerned with shareholders or with selling products.

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.

Harbor Asset
Private Wealth

is a partner firm of Sanctuary Wealth, an advanced platform for elite independent advisors. Sanctuary provides all-encompassing operational and technological support in an ecosystem of partnered independence. Through Sanctuary, Harbor Asset is able to access an array of proprietary and non-proprietary investment vehicles and unbiased options, including unique opportunities available only through the Sanctuary Wealth network of partner firms.

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Source: Workingmother.com (October 2020) SHOOK Research considered women advisors with children living at home under 21 years old. Ranking algorithm is based on qualitative measures derived from telephone and in- person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information see www.SHOOKresearch.com.

Source: Forbes.com (April 2021) Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information, see www.SHOOKresearch.com.

Source: Forbes.com (February 2021) Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.