Harbourfront Wealth Management contact details
Harbourfront Wealth Management, LLC
77 Taylor Street, Hartford, CT 06106, United States
Serving
Anywhere in the US, remotely; or in person in Hartford.
Contact Harbourfront Wealth Management to Review Your Retirement Timing
To contact Harbourfront Wealth Management, send a short message through our online form sharing your planned retirement year and your current 403(b) or pension questions. Our office is located at 77 Taylor Street, Hartford, CT 06106, United States.
After an introductory conversation, you decide in your own time whether to take any further steps. Nothing is decided beforehand, and you are never under any obligation to hire our team.
Who should reach out now and who can wait
Educators within three to five years of their pension date benefit most from connecting now. If your household has accumulated at least $500,000 across your state pension plan, supplemental 403(b), or governmental 457(b), early planning clarifies how your pension formula pairs with future income draws.
If you are a decade or more away from leaving the classroom, your priority is simply saving consistently into low-cost index funds. You can wait to reach out until your retirement timeline shortens and genuine distribution choices arise.
How we decide together whether the fit is right
Our initial discussion usually centers on your specific retirement numbers. We review your latest pension estimate, your 403(b) investment menu costs, and the annual expenses you expect once teaching stops.
We talk through the concrete trade-offs of retiring at 60 versus 62. Both sides use this call to confirm whether our cost-conscious approach to fund fees and retirement taxes matches what you need.
What you will not hear on the initial call
You will not face any sales pressure, proprietary annuity pitches, or demands to transfer accounts immediately. Harbourfront Wealth Management believes in keeping fund expenses and advisory costs fully transparent before any changes happen.
Because market investments can lose value and you may get back less than you invested, we focus on prudent asset allocation rather than unrealistic return promises.
Frequently asked questions about Harbourfront Wealth Management
What does an initial meeting about my 403(b) and pension cost?
There is no charge for our introductory discussion. The client knows the exact cost from a written agreement before work starts, so you never pay anything until an advisory agreement is formally accepted.
What should I do if I am not ready to share pension documents yet?
You can still send an initial inquiry through our form with general estimates. When you are ready for an introductory conversation, bringing your latest pension statement and annual 403(b) fee disclosures helps us provide specific answers.
Meeting by video, phone, or in Hartford
We work with public-school families nationwide through scheduled video conferences and phone reviews. If you live near central Connecticut, meetings can also be arranged by appointment at our Hartford office.