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

Saving on Fitness Center Membership Costs

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.