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High Net Worth Families

 

Professional wealth management services to help protect and grow the wealth of your family.


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Business Owners

 

Helping Business Owners Coordinate, Consolidate, and Simplify Their Financial Life.


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Pre-Retirees

Implementing income strategies that allow our clients to enjoy their retirement.


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Are You looking for an independent and unbiased financial advisor?

My name is Dustin Terry and I'm an independent financial advisor located in Destin, FL. I am the founder and President of Clear Harbor Wealth Management and specialize in comprehensive financial planning for my clients. As an independent advisor I am free from some of the inherent conflicts of interest that many advisors and planners that are employees of large firms face. Vist the about page to learn more or schedule an inital call here.

 Voted “Best In Destin” Financial Planner | 2014, 2015, and 2016*

Voted “Best of The Emerald Coast” Financial Planning/Investment Firm*

retirement planning

 We offer customized, unbiased solutions to guide 
 our clients toward their financial goals. 

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A Message from the Founder

Our mission is to provide unbiased wealth management services to help protect and grow your wealth.

Dustin W Terry

19 MAY

Are dividends a reliable source of income?

Dividends can be an important source of income. However, there are several factors you should take into consideration if you'll be relying on them to help pay the bills.

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28 OCT

Common Factors Affecting Retirement Income

When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend.

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