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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

Our Mission

We create strategies tailored to your goals

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Our Process

Our Process

 We put your needs first.

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Our Team

Our Team

We enjoy building trusted relationships that span generations.

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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.

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Helpful Content

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.