WEALTH

Retirement Planning ~ Investments

Your alternative to buy, hold and hope.

We are proud to offer the following products and services through our broker-dealer, GWN Securities Inc.

Call us today to set up a no obligation review and consultation on how we might help you meet your financial goals.

Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Harbor Light Insurance and Wealth Advisors LLC. and GWN Securities, Inc. are separate companies.

https://gwnsecurities.com/Content/documents/GWN_Form_CRS.pdf

Information relating to securities is intended for use by individuals residing in SC, FL, NJ, GA, NY, NC, VA and TN only and investment advisory services may be offered through this website to residents of SC only.

Due to various state regulations and registration requirements concerning the dissemination of information on specific investments, the broker-dealer and their registered representatives must be registered prior to solicitation. This site is intended for information purposes only and further discussions will require prior compliance with state regulations and registration requirements.

Brokerage*

We provide brokerage services geared toward what you want and need in a universe of stocks and bonds. Positions in brokerage accounts are held at GWN's clearing house, Pershing. Pershing's platform provides us the tools to manage your brokerage accounts and deliver first rate service and Pershing's technology offers investors convenient 24/7 online account access.

Mutual Funds*

GWN provides us access to over 150 mutual fund companies.

Annuities*

Through GWN, we are able to offer a variety of variable, fixed index and fixed annuities - to meet the spectrum of financial objectives. We are not tied to one annuity company so you can be confident a product will be selected based solely on your individual needs.

College Savings Plans*

Education savings plans designed to help families set aside funds for future college. Though GWN, we can help you find the plan that is right for you.

Life Insurance

GWN has national insurance relationships with many carriers, allowing us to assist you with all your life insurance needs.

Investment Advisory*

Through GWN, we offer several fee based investment advisory options:

GWN Fund Choice - GWN's unique program that includes more than 24,000 mutual funds under one investment umbrella.

GWN Select - GWN's asset allocation system that seeks to maximize returns while minimizing risks based on investment objective and global market conditions.

GWN also provides us access to 3rd party managers. AssetMark, for example, is a leading provider of innovative investment solutions. This channel allows us to co-quarterback your investments with managers such as Rochdale, JP Morgan, Salient, Blackrock, Eaton Vance, Savos and many more.