Broker Check

5801 Soundview Dr #250 | Gig Harbor | Washington 98335

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

 
Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World The Power of Tax-Deferred Growth

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

Our Mission

We create strategies tailored to your goals

Learn more
Our Process

Our Process

 We put your needs first.

Learn more
Our Team

Our Team

We enjoy building trusted relationships that span generations.

Learn more
Who We Are

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

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?