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ABOUT

We believe our success is rooted in unwavering commitment to client service and quality advice

Diverse Knowledge & Personalized Client Solutions

Diverse Knowledge & Personalized Client Solutions

Harborview Advisors Portfolio Managers are diverse, experienced financial professionals with a range of knowledge and a common passion for delivering personalized solutions that meet unique financial goals.

Reliable Partnerships Built on Trust

Reliable Partnerships Built on Trust

At Harborview Advisors, we strive to build lasting relationships with our clients based on trust, transparency, and mutual respect while providing unbiased albeit, thoughtful recommendations, and guidance.

Our Services

Financial Planning


Explore the collaborative process our advisors employ when working closely with clients to create financial plans customized to their unique needs.


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Portfolio Management


Delve into our disciplined approach from our experienced investment professionals who construct and oversee portfolios customized to each client's financial goals.


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PARTNERING FIRMS FOR YOUR FINANCIAL SUCCESS

We recognize that resources such as accounting, tax compliance, real estate consulting, and bookkeeping services are potential components of your overall financial success. Our trusted partnerships provide our clients with access to professionals when they need it most. To request a referral, you can always contact our team at Harborview Advisors.

ACCOUNTING, CONSULTING, & TAX SOLUTIONS
Swenson & Co.

Swenson & Co. has a proven track record of delivering reliable and accurate accounting, consulting, and tax solutions. Their team of experienced CPAs (Certified Public Accountant) professionals are well-versed in the intricacies of financial reporting, tax planning, and compliance, ensuring that your financial matters are handled with the utmost care and precision. Let our team work alongside these professionals to ensure every aspect of your financial picture is considered.

Learn more by contacting Swenson & Co.
Portland ME 04112     |    Tel: 207-775-2464

Drew E. Swenson, CPA, JD, LLM


Drew Swenson is President of Swenson & Co. a tax compliance and financial consulting firm based in Portland, Maine.  Drew has over 40 years of tax experience at KPMG, Fund Tax Services and Berry Dunn where he has continuously specialized in real estate taxation, tax compliance and strategic consulting to real estate and hotel funds, private equity funds and high net worth individuals.
 
Mr. Swenson has developed and financed numerous real estate projects and has served on the Board of Directors for several companies and charitable organizations. 


Drew Swenson holds a Juris Doctor from the University of Maine School of Law, and a Masters in Tax Laws from Boston University School of Law and received his CPA certification in 1986.

Accounting, tax, consulting, and property management services are not offered through nor supervised by Harborview Advisors.