Broker Check

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

Learn more

Our Process

Without any conflicts of interest we put your needs first.

Learn more

Our Team

We enjoy building trusted relationships that span generations.

Learn more

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.

Learn more

Helpful Content

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.