Harbor Wealth Management

Harbor Wealth Management is a wealth management firm in Gig Harbor, WA. The firm provides investment advice and wealth management services to a diverse range of clients, including retirees, pre-retirees, small business owners, working professionals, and women. Their expertise covers portfolio construction, risk management, estate planning, and wealth-building strategies.

The firm utilizes a three-step process consisting of discovery, strategizing, and implementation to ensure financial plans remain on track through market volatility or life changes. The team employs a collaborative approach, drawing on the diverse backgrounds and decades of combined experience of its professionals to address complex financial needs. Supported by the resources of LPL Financial, the firm focuses on personalized service, providing clients with undivided attention from the initial planning stages through to execution and follow-up.

Located on Soundview Drive, the office is situated near the Pancake Stack-O-Meter public artwork and a short distance from Cushman Trailhead Park and the post office.

Harbor Wealth Management is recognized for its commitment to client-centered service and its ability to provide tailored investment solutions. The firm stands out for its dedication to helping individuals and families manage risk, build wealth, and preserve assets through professional expertise.

Through personalized investment management and strategic planning, Harbor Wealth Management serves the long-term financial goals of the Gig Harbor community.