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5801 Soundview Dr #250 | Gig Harbor | Washington 98335

Call Us Today! - Toll-Free: (866) 572-2001

 

Harbor Wealth Management

At Harbor Wealth Management we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

Our Mission

We create strategies tailored to your goals

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Our Process

Without any conflicts of interest we put your needs first.

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Our Team

We enjoy building trusted relationships that span generations.

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Who We Are

Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We strive each day to go above and beyond in all aspects of our service. Come see what makes Harbor Wealth Management different.

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Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.