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 35 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 Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and services referenced on this site may be available in every state. For additional information please contact the advisor listed on this site or visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures
Important information and Form CRS please visit: https://cetera.com/cetera-wealth-services/disclosures
Business Continuity please visit: https://cetera.com/cetera-wealth-services/businesscontinuity
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