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

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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5 Smart Investing Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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