4903 Chiquita Boulevard South,
Suite 3,
Cape Coral,
FL
33914
(239) 984-4587
Brian.Sauls@prudential.com
Client Login
Menu
Home
Services
Our Services
College Solutions
Blog
About
Tools
Glossary
Tax Resources
FAQ
Client Login
Tactical Asset Allocation Guide | July 2026
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:2399844587'>(239) 984-4587</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">4903 Chiquita Boulevard South</p> <p class="moonlight-address2">Suite 3</p> <p> <span class="moonlight-city">Cape Coral,</span> <span class="moonlight-region">FL</span> <span class="moonlight-postalcode">33914</span> </p> </div> <a href="mailto:Brian.Sauls@prudential.com" itemprop="email"> Brian.Sauls@prudential.com </a> </div> <div class="c-socialMedia"> <a href="https://www.linkedin.com/in/brian-sauls-mba-39b33a46" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.harborviewpwm.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.harborviewpwm.com/resource-center/investment" >Investment</a></li><li><a href="https://www.harborviewpwm.com/resource-center/estate" >Estate</a></li><li><a href="https://www.harborviewpwm.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.harborviewpwm.com/resource-center/tax" >Tax</a></li><li><a href="https://www.harborviewpwm.com/resource-center/money" >Money</a></li><li><a href="https://www.harborviewpwm.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.harborviewpwm.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.harborviewpwm.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.harborviewpwm.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.harborviewpwm.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>LPL Enterprise <a href="https://www.lpl.com/lpl-enterprise.html" target="_blank" rel="noopener">Form CRS</a></p><p><strong>Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member <a href="http://www.finra.org/" target="_blank" rel="noopener">FINRA</a>/<a href="http://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>, and an affiliate of LPL Financial.</strong></p><p>LPLE and LPL Financial are not affiliated with Harborview Planning & Wealth Management.</p><p>The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.</p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.30033.651"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.30033.651"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieUtilities.js?v=2.86.45.30033.651"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieConsentBanner.js?v=2.86.45.30033.651"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookiePreferences.js?v=2.86.45.30033.651"></script> <script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/subpageBanner.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><script> //Special Nav button in navigation line var navBtnTitle = 'Contact'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().parent().addClass('navBtn'); //Combining Sections combiningSectionsFunction('.dev-cta-TextForm'); combiningSectionsFunction('.dev-combineSections-Services'); //Video hero const videoBG = [ { type: 'video', selector: 'dev-videoBG1', videoSRC: '//static.fmgsuite.com/media/documents/b52c182d-c45e-417b-8504-8e733777e86b.mp4', poster: '//static.fmgsuite.com/media/InlineContent/originalSize/a8b645da-3951-426f-a4cd-7466ca136837.jpg', }]; videoBackground(videoBG); </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.30033.651"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.30033.651"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.30033.651"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.30033.651"></script> </body> </html>
