Our Firm

Who We Are

HarbourPointe Financial Resources is Client Centered.
We are a small client-centered firm. Unlike other firms, there are no proprietary products or services that we are required to use; we work for you, our client. As our client, your circumstances are unique, therefore requiring a personalized appropriate strategy to achieve your financial goals and objectives. Working in conjunction with your other advisors (accountant, attorney, banker and others) in a team approach to planning ensures that a complete and well-rounded plan of action can be achieved.

HarbourPointe Financial Resources is Global.
HarbourPointe Financial Resources is located on the scenic seacoast of New Hampshire.  We have full access to the financial markets throughout the world by utilizing our contacts with some of the most trusted and successful financial organizations worldwide.

HarbourPointe Financial Resources Utilizes In-depth Resources.

  • The O.N. Equity Sales Company, (ONESCO),  its broker dealer. ONESCO, headquartered in Cincinnati, Ohio is a FINRA registered broker/dealer and member of the Securities Investors Protection Corporation (SIPC). Through ONESCO, we are able to offer a broadening array of quality investment products and services to help you meet your financial goals. ONESCO is a member of the Ohio National Financial Services family of companies which has more than $26.5 billion in assets under management.
  • O.N. Investment Management Company, (ONIMCO), an SEC Registered Investment Advisor. Through ONIMCO, the individual investor now has access to a full range of professional money managers, mutual funds, alternative investments and separately managed accounts. In a unique blend of innovative technologies combined with a robust asset allocation strategy, investors will have fully customized investment solutions to complement their total wealth management needs.
  • Pershing LLC, one of the nation’s largest clearing firms with over $1 trillion in global client assets held in custody, has been contracted by ONESCO to offer you the highest quality in brokerage execution and clearing services. For more than 60 years, Pershing’s name has been synonymous with precise executions, fast clearance and a first class reputation of quality service. With their sophisticated technology and data integrity, Pershing is able to provide for the timely preparation of your brokerage account information and statements. Pershing LLC is a member of every major US securities exchange and, in addition, Pershing’s international affiliates are members of the Frankfurt, Irish and London Stock Exchanges. Pershing is a subsidiary of The Bank of New York Mellon.
  • The Bank of New York Mellon is a leading global asset managment and services company, uniquely focused to help clients manage their financial assets and succeed in the rapidly changing global marketplace. The Bank of New York Mellon has $27.9 trillion in assets under custody or administration and $1.6 trillion under management. As one of the first trust banks in the United States, Bank of New York Mellon has been a recognized leader in helping generations of America’s families preserve their assets and establish a legacy for the present.

HarbourPointe Financial Resources was established with only one clear goal—to provide objective and unbiased financial counsel and products to individuals and closely held businesses. In short, to be a resource for our clients.