American Harbour Wealth Management

American Harbour Wealth ManagementAmerican Harbour Wealth ManagementAmerican Harbour Wealth Management

American Harbour Wealth Management

American Harbour Wealth ManagementAmerican Harbour Wealth ManagementAmerican Harbour Wealth Management

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

Helping you plan a bright future!

Contact US

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

Helping you plan a bright future!

Contact US

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

407-352-1600 Tim@AmericanHarbour.com

Hours

Monday - Friday: 9am - 5pm


Get Started Today

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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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