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Harbourfront Wealth Management Important Disclosures

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These disclosures apply to information on harbouriswealth.com. The material presented is general in nature and does not account for any individual's specific circumstances, objectives or financial situation.

1. What we offer

Harbourfront Wealth Management, LLC offers advisory services only in jurisdictions where we are permitted to do so.

2. Investment risk

Investing involves risk, including the possible loss of principal. Diversification and asset allocation do not guarantee a profit or protect against loss in any market condition. Past performance is no guarantee of future results.

3. Client and asset figures

As of 10/5/2026, the firm serves 290,000 clients with $3.8 billion in client assets.

4. Tax and legal guidance

The firm does not provide tax advice or legal counsel. Consult a qualified tax professional or attorney regarding your individual situation.

5. No obligation to become a client

Requesting information through this website is free. Submitting a request does not create an advisor-client relationship or any obligation on either side.

Important Disclosures · Harbourfront Wealth Management, LLC · 77 Taylor Street, Hartford, CT 06106, United States

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