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Harbour Wealth Management Group, Inc.

Updated today

Client assets under management

$223,478,502

Clients

122

45% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

41

Typical

Average account size

$1,831,791

About

Harbour Wealth Management Group, Inc. is an SEC‑registered advisory firm that provides investment management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, charitable organizations and retirement plans. The firm reports managing roughly $266 million in client assets and works with both discretionary and non‑discretionary accounts; its regulatory disclosures also indicate it serves institutional clients, including banking or thrift institutions.

HWMG’s investment process emphasizes customized, primarily long‑term fundamental strategies implemented through model portfolios of low‑cost mutual funds and ETFs, with the option to use individual securities, options, or independent managers where appropriate. The firm conducts continuous monitoring and client interaction, may delegate portions of portfolios to unaffiliated managers, and offers a wrap fee option that bundles transaction and custodial costs into a single asset‑based fee for certain accounts.

Distinctive features disclosed in the firm’s Form ADV include sponsorship of the HWMG Wrap Fee Program (described in Appendix 1) and the firm’s disclosure that it has used hypothetical performance and client testimonials in its advertising. HWMG’s advisory personnel also maintain broker‑dealer and insurance affiliations (registered representatives of M Holdings and licensed insurance professionals), arrangements the brochure discloses as potential conflicts that the firm seeks to mitigate.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Fee options

Fixed

Up to $50,000 annually for standalone financial planning services; fees may be negotiable.

Percentage

$0+: up to 1.50% annually for investment management services $0+: up to 1.00% annually for retirement plan advisory services

Project-based

Up to $500 per hour for standalone financial planning services.

Other

Account minimum: $1,000,000 Fee-only: Investment advisory fees paid quarterly in advance based on assets under management; fees may be negotiable.

Main office location

Harbour Wealth Management Group, Inc.

126 Seven Farms Drive, Ste 150

Daniel Island SC 29492, United States

Number of offices

1

Most active in

Louisiana · New Hampshire · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew P

CFP®, ChFC®, Series 63, Series 65

Daniel Island, SC

Harbour Wealth Management Group, Inc.

Matthew Pardieck is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is a managing principal at Harbour Wealth Management Group, Inc., where he has worked since 2021. Prior to that, he spent nine years at Raymond James & Associates. Outside of advising, he is an author focused on business owners and serves on the board of the Jazz Artists of Charleston, a musical nonprofit. He also hosts a podcast interviewing philanthropists and community leaders. Harbour Wealth Management Group, Inc. is a four-advisor SEC-registered team managing approximately $191 million for around 110 clients, including individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes low-cost mutual funds and ETFs within model portfolios, applies fundamental analysis with a long-term orientation, and provides discretionary investment management and comprehensive financial planning services.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Christopher C

Series 66

Daniel Island, SC

Harbour Wealth Management Group, Inc.

Christopher Corley is a financial advisor with Harbour Wealth Management Group, Inc., holding a Series 66 designation and 19 years of industry experience. He previously worked at Raymond James & Associates, Inc. for nine years before joining Harbour Wealth Management Group and M Holdings Securities in 2021. Outside of his advisory role, Corley serves as a director on the Town of Awendaw Board of Zoning Appeals and as secretary for the First Citizens Daniel Island Plaza Property Owners Association. Harbour Wealth Management Group is a four-advisor SEC-registered team managing approximately $191 million for about 110 clients, including high-net-worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs model-based portfolios emphasizing low-cost mutual funds and ETFs, with a long-term orientation and flexibility to rebalance or trade, and offers discretionary investment management alongside comprehensive financial planning and retirement-plan advisory services.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Martha C

Series 66

Daniel Island, SC

Harbour Wealth Management Group, Inc.

Martha Clark is a financial advisor with Harbour Wealth Management Group, Inc. and holds a Series 66 designation. She has two years of industry experience and has also worked with M Holdings Securities, Inc. Outside of her advisory role, she is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Harbour Wealth Management Group, Inc. is a four-advisor SEC-registered team managing approximately $191.3 million for about 110 clients. The firm serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans, offering discretionary investment management and comprehensive financial planning with an emphasis on low-cost mutual funds and ETFs and a fiduciary advisory relationship.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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