Harbor Wealth Management, LLC

Brent Polzin is a financial advisor with Harbor Wealth Management, LLC in Green Bay, WI, holding a Series 66 designation and 21 years of industry experience. He has worked at APW Capital, Inc. and Harbor Wealth Management since 2010. Outside of his advisory work, Polzin is involved in agricultural activities as a partner in a cattle-raising business and owns a beef farm where he raises beef and grows crops. Harbor Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and other entities. The firm employs asset-allocation models based on modern portfolio theory and offers discretionary portfolio management, goal-based planning, and additional services such as tax preparation and estate planning.

Larry Rose is a financial advisor at Harbor Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Harbor Wealth Management since 2010. Outside of his advisory role, Rose serves as treasurer for CASA of Brown County, a nonprofit organization, and is a certified public accountant, dedicating time monthly to accounting work. Harbor Wealth Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, and other entities. The firm employs asset-allocation models based on modern portfolio theory and offers discretionary portfolio management alongside comprehensive financial planning, managing approximately $410 million across about 370 client relationships.

Cheryl Moss is a CFP® professional with 28 years of industry experience, currently serving at Harbor Wealth Management, LLC since 2013. She holds Series 63 and Series 65 licenses and operates a separate tax planning and income tax preparation business, C.MOSS, LLC. Harbor Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and other entities. The firm manages approximately $410 million across about 370 client relationships through a five-person adviser team, using asset-allocation models based on modern portfolio theory and offering comprehensive financial planning and discretionary portfolio management.

Eric Heus is a financial advisor with Harbor Wealth Management, LLC in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Harbor Wealth Management and APW Capital, Inc. since 2010, serving as a registered representative and advisor. Outside of his advisory role, Heus is a licensed insurance agent. Harbor Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and other entities. The firm manages approximately $410 million across about 370 client relationships, employing asset-allocation models grounded in modern portfolio theory and offering discretionary portfolio management alongside comprehensive financial planning.