Our Founder

Seamus Whalen is the founder of Harbor Point Wealth Management and has worked in the financial services industry for nearly two decades.

Prior to founding Harbor Point, Seamus advised clients at major financial institutions including Merrill Lynch and J.P. Morgan, where he developed extensive experience helping individuals and families navigate complex financial decisions.

Over time, he recognized that many clients were looking for something more—greater clarity, more personalized guidance, and a more comprehensive approach to financial planning.

Harbor Point Wealth Management was created to provide that experience.

Seamus works with business owners, professionals, and families who want thoughtful financial strategy and disciplined planning as they seek to build and protect their wealth. His approach focuses on coordinating investments, retirement planning, tax considerations, and long-term strategy into one cohesive plan.

He is a Certified Plan Fiduciary Advisor (CPFA) and has experience providing services to both individual households and retirement plan sponsors.

Seamus lives in Central New Jersey with his wife, their three children, and their dog Cole. Outside of his work with clients, he enjoys spending time with his family and being active in his local community.

My Philosophy

Financial planning works best when it is built on clarity, discipline, and long-term partnership. My goal is to help clients make thoughtful, informed financial decisions so they can focus on what matters most in their lives—while feeling confident in their financial future.

My Approach

My approach is centered around helping clients make thoughtful, informed decisions—not reacting to short-term market movements.