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A harbor represents calm, protection, and readiness—a place to find clarity and prepare for what’s ahead. That’s the role we strive to play in your financial life: providing steady, thoughtful guidance through both calm and uncertain times.
The name Harbor Wealth Planning reflects our mission to help you move forward with confidence, whether you’re preparing for retirement, managing a business, creating a legacy for your family, or navigating life’s transitions.
Our Team
With nearly 110 years of combined investment and financial planning experience, we strive to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation, and wealth distribution. Learn more about our team below.
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Shane F. O’Brien, CLTC®
Senior Vice President / Wealth Management, Financial Advisor
Barry J. Saluk
First Vice President / Wealth Management, Financial Advisor
Glenn A. Hamler
First Vice President / Wealth Management, Financial Advisor
Sam Greenfield
Financial Advisor
Lisa M. Cayer
Senior Registered Private Client Assistant
Matt O'Brien
Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life–we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 01, 2025
A Family Conversation on Estate Planning
Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Hindsight is 2020
With two months remaining in 2020, you may be thinking, “I can’t wait for this year to come to an end.” An unrelenting streak of craziness – health, weather, economy, politics – has already made this year one for the record books.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.