Our Mission
Mission
American Harbour Wealth Management was established with the mission of providing investment and financial planning services to our clients with the highest level of ethics, integrity and service. We are committed to maintaining the highest standards of professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
The Company
American Harbour Wealth Management has been serving individuals and businesses in the Central Florida area since 2001. We are a full-service financial firm committed to helping people pursue their financial goals, offering a wide range of financial products and services to individuals and business owners.
Who will you work with...
As one of the original founders of American Harbour Wealth Management, Timothy A. Jones graduated from UCF in 1990, with a degree in Finance. He went to work immediately for a major financial firm in Orlando and has now accumulated over 31 years in the financial services industry serving individuals, families, and businesses. He holds FINRA Series 7, 24, 51, 53, and 65 licenses as well as a Fla. Life, Health & Variable Annuity license .
Services
Investment management
Life Insurance & Annuities
Investment management
We can help you create a program and portfolio designed to meet your specific, long-term financial goals and risk tolerance.
Retirement Strategies
Life Insurance & Annuities
Investment management
We can review your current retirement plan strategy or help you start one. Is a Traditional IRA or ROTH IRA best for you? We'll help you decide.
College Savings
Life Insurance & Annuities
Life Insurance & Annuities
If you are looking to fund a child's or grandchild's future education, we can discuss all the options including a 529 savings plan, an Education Savings Account, or a UTMA account.
Life Insurance & Annuities
Life Insurance & Annuities
Life Insurance & Annuities
Licensed in the state of Florida, we can discuss whether you have a need for life insurance and what type of insurance is appropriate for your situation. Annuities may be another option for you.
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
American Harbour Wealth Management
1516 Hillcrest ST, Suite 106, Orlando, Florida 32803
Hours
Monday - Friday: 9am - 5pm
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. American Harbour Wealth Management is independent of CFGS.
Check the background of your financial professional on FINRA's BrokerCheck.
For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures
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