Harbor Wealth Management

Harbor Wealth Management, located at 5801 Soundview Drive in Gig Harbor, Washington, provides a range of financial advisory services. The firm assists individuals with important financial milestones, including retirement planning, investment management, and estate planning strategies. They also address insurance and tax considerations, aiming to simplify complex financial decisions for their clients.

Their approach is client-centered, prioritizing an understanding of each client's unique needs, goals, and risk tolerance. The team, including owner Dan Wiersma and Office Manager Erika Wiersma, works to develop personalized strategies. Securities and advisory services are offered through LPL Financial, a registered investment advisor.

With a business start date of January 1, 2010, Harbor Wealth Management has been serving the community for over a decade. They aim to foster long-term relationships through open and honest communication, helping clients navigate the financial landscape and pursue their aspirations.