Clear Harbor Asset Management - New York, NY

420 Lexington Ave, Suite 2006
New York, NY 10170

Call Us: (212) 867-7310

Who are we? Achieve your goals What’s New Simplify Your Life

Simplify Your Life. Achieve Your Goals.


Charting a course together to meet your needs and realize your aspirations, Clear Harbor provides wealth management services to individuals, families and organizations.

Understanding your unique story and listening to your perspective helps us provide transparent prudent, and thoughtful advice. Acting in concert with your philosophy to achieve your goals, we partner with you to effectively execute a well crafted wealth management strategy, building and protecting your wealth over the long term.

Helpful Content

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow