Clear Harbor Wealth Management

Gerald Skalsky is a financial advisor at Clear Harbor Wealth Management in Destin, FL, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Great Point Capital, ArborBrook Advisors, and Thrivent Financial. He is also involved with Skalsky Financial Planning & Consulting LLC. Clear Harbor Wealth Management serves individual and high-net-worth clients and manages approximately $48 million in discretionary assets. The firm uses a risk-based asset allocation approach combined with fundamental and technical analysis, implementing strategies through no-load mutual funds, ETFs, stocks, and bonds, and acts as investment manager for an affiliated private pooled investment vehicle.

Dustin Terry is a financial advisor at Clear Harbor Wealth Management in Destin, FL, with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Great Point Capital LLC and Center Street Securities. Outside of his advisory role, he is a co-owner of a real estate brokerage and serves as a general partner for Curio Capital Crypto Opportunities Fund GP, LLC. Clear Harbor Wealth Management serves individual and high-net-worth clients, managing approximately $48 million in discretionary assets with a two-advisor team. The firm employs a risk-based asset allocation approach combined with fundamental and technical analysis, offering discretionary investment management and financial planning services, and acts as investment manager to an affiliated private fund.