Entrepreneurs & Business Owners
Specialized planning for growth-minded entrepreneurs who pour countless hours into their business but need help aligning personal and professional finances.
Book a callWealth Management & Financial Planning
Protecting What
You Value Most
We offer customized financial planning and wealth management solutions to help individuals and businesses reach their goals, providing in-depth guidance through life transitions and complex financial decisions.
Book a ConsultationFinancial Readiness Assessment
Is Your Financial Future on Solid Ground—or Are You Missing Something Critical?
Take this quick 60-second assessment to discover where you stand and what questions you might want to explore with a fiduciary financial planner.
See Where You Are
About Harbor West
Your Reliable Source for Personalized Financial Solutions
Harbor West is a value-oriented financial planning and wealth management firm dedicated to helping our clients reach their financial goals. Whether it’s retirement planning, business strategy, helping navigate through life transitions like marriage or divorce, or asset and investment management, we customize your financial plan to your individual goals, aspirations, even dreams.
Financial Expertise
Our team employs a time-tested, hands-on approach to investment management built on our collective experience, expertise and judgment developed over helping clients through both up and down markets.
Personalized Solutions
We’re about building relationships, getting to know you, and collaborating on the customized financial road map that will take you where you want to be.
Areas We Serve
Find the Support You Need for Your Financial Future
Whether you need retirement planning, guidance through life transitions, business strategy, or investment management, our team of financial professionals is ready to help you create a personalized financial roadmap.
Harbor West
55 Walls Dr. Suite 308
Fairfield, CT 06824
Dental Practitioners
Tailored strategies for dentists at every career stage—from managing dental school debt to practice ownership and equipment financing.
Book a callLife Transitions
Compassionate guidance through major life events including marriage, divorce, retirement, and inheritance with personalized financial solutions.
Book a callBlended Families
Comprehensive financial planning addressing the unique challenges and opportunities that come with merging families and finances.
Book a callFeatured Case Study
Trusted Counsel, Measurable Results
Explore how our wealth management services have made a difference for clients, providing effective solutions and financial peace of mind.
Business Owner Success Story
Aligning personal and professional finances while creating a sustainable wealth-building strategy.
Dental Practice Acquisition
Practice purchase, equipment financing, retirement planning, and student-loan considerations.
Navigating Life Transitions
A comprehensive financial strategy for the complex financial aspects of a new chapter.
Our Team
Meet Our Financial Team
Get professional financial guidance and support from our experienced team at Harbor West.
Gerard Gruber
President, CFP®
Alan L. Fernandes
Wealth Manager
Wendy G. Sincuir
Client Relationship Manager
Get Started
Book a Consultation with Our Financial Advisers
Our first step is listening to you. We want to understand your goals, your aspirations, even your dreams. Our financial experts will assess your situation and provide clear guidance on achieving your financial objectives.
Book a ConsultationFinancial Readiness Check
Are You Prepared for Life’s Financial Surprises?
Life throws unexpected challenges and opportunities your way—are your finances ready to handle them? Many people aren’t sure where they stand financially, but you can gain clarity today.
Book a call to take our quick Financial Planning Quiz to assess your readiness and identify potential gaps in your strategy.
Book a Call Now