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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®
Managing Director / 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.
January 13, 2026
Ratcheting Up the Attacks
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
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.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.