The new space is located at the same 323 W. Camden Street address as the group's former office, neighboring historic Oriole Park at Camden Yards.
"Relocating, even within the same footprint, is exciting just two years after moving into this building," said Phil Lazzari, a Senior Partner and Managing Director, who oversees the Harbor Wealth Advisory Group alongside Senior Partners and Managing Directors, Mark Stevens and Eric Watson. "Over the past year, it became increasingly clear that the square footage of our office couldn't keep pace with our current and anticipated growth. We're delighted to be here and look forward to many more years at 323 West Camden."
The Harbor Wealth Advisory Group, which serves private clients, small businesses, non-profits, and corporate executives, collectively has close to 100 years of experience gained at the industry's top wealth management firms. In addition, it has strong capabilities in managing risk, advising on concentrated equity positions, and providing retirement plan services, as well as in portfolio construction and personalized investment solutions. The group manages more than $330 million in client assets.
Snowden Lane is rapidly building a national brand. Its footprint includes seven offices nationally, including both coasts, with offices in Pasadena and San Diego (serving international clients), as well as its New York City headquarters; New Haven, CT; Pittsburgh, PA; and Baltimore and Bethesda, MD. In June, the Financial Times named Snowden Lane to its elite FT 300 list for the second straight year, recognizing it as one of the top independent RIA firms in the U.S.