Brent Polzin

Brent is a Partner and Senior Wealth Advisor. With more than two decades spent in the financial service field and a variety of certifications and designation, he’s responsible for implementing the planning strategies developed by the Harbor Wealth Management planning team. He is integral in portfolio design and planning. His main goal is to help clients define and pursue their goals by working closely with attorneys, certified public accountants, and investment managers. He’s both an advisor and a trusted friend to his clients.

Brent is a Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor®, awarded by the American College of Financial Services in Bryn Mawr, PA. In his time as an advisor, Brent has worked with small business owners to develop retirement and succession plans, as well as working with individuals and families to define their goals and execute strategies to meet them.

Brent and his wife, Sara, live in Shawano, WI. In his free time, you may find him enjoying a pontoon ride with friends on Shawano Lake, working the land on the family farm, or visiting his son, Jake, at the University of Wisconsin-Madison.