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Harbour Trust & Investment Management Company

Harbour Trust & Investment Management Company

Financial Institution

About Us

As a corporate fiduciary we serve as your trustee and work with your legal, tax, and other advisors throughout the estate planning process to help you execute your plans. For IRA accounts whether it is a rollover from a previous employer or an established IRA account, we'll serve as the trustee for your account. As an investment management account we provide guidance to assist families in meeting their financial goals, and provide guidance as the trustee to your portfolio. Our goal through financial planning is to establish custom-tailored services that exceed your personal needs. You have multiple professionals available that are accessible and responsible for managing client relationships including tax services.


  • Individual Retreiment Accounts
  • Investment Management Accounts
  • Trust Execution & Administration
  • Financial Planning
  • Tax Services


Harbour Trust Front Entrance Sign
Matt Hollander, CPA
Larry Piotrowski, Wealth Advisor
Stephanie Oberlie, President & COO
Michael Hackett, SVP Director Wealth Advisory Services
Nathan Cobbs, VP Director New Business Development

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