The Harbor Wealth Advisory Group

Philip A. Lazzari Senior Partner, Managing DirectorPhil is a Senior Partner and Managing Director at Snowden Lane. Phil started his career in 1996 as a Wealth Management Advisor. Throughout his career, Phil has partnered with business owners and company executives, providing his knowledge and strategic thinking to build and sustain their company’s financial success. He specializes in assisting business owners, corporate executives, and nonprofit governing boards by managing risk, consulting on concentrated stock positions, managing corporate cash and exploring financial planning in the case of a liquidity event.

As a section 3(21) ERISA Fiduciary Advisor, Phil provides seasoned advice suited to high-net-worth individuals and business clients with a specialization in working with and servicing Pensions, and Defined Contribution and Retirement plans. Phil keeps their plans competitive through monitoring investments, analyzing record keeping and administration and holding employee education sessions. Owners, executives, and plan participants benefit from Phil’s ability to provide comprehensive personal wealth management consistent with their corporate needs. Phil is very dedicated to providing the highest level of boutique style service you would expect from a smaller firm.