ARE YOU ON THE RIGHT PATH TO ACHIEVE YOUR GOALS?
WE ARE HERE TO HELP GUIDE YOU ON YOUR FINANCIAL JOURNEY TO SUCCESS.
Retire with confidence.
Specialists in TRS, SERS, PERS, 403b, and DCP for K-12 educators since 2004.
No problem! We have lots of experience working with people of all professions.
Our mission is to be the most trusted financial advising firm in the South Sound, building strong relationships with clients using research, education, and transparency to demystify finances and drive success.
At Bright Harbor Wealth Management we focus on building relationships, trust and vision. Starting a relationship with a financial advisor is one of the most important things you will do in planning for your retirement. When you begin that relationship you want to ensure that the advisor you choose is going to provide you with comprehensive advice that is in your best interest. At Bright Harbor your best interest is our top priority. We begin the vision by designing a customized plan that will show you how to accomplish your goals. We utilize a network that includes thousands of different companies in order to provide sound advice with attention to which investments will be most advisable for you to achieve success. Our goal is to build a trusting relationship that will give you confidence in your retirement planning.
A financial planner can help with the management of your finances to ensure you are on the right track to meet your financial goals.
Our Discovery Meeting is designed to help us gain a deep understanding of who you are and what you want to accomplish. In this meeting we will listen to what is important to you, identify your goals, take inventory of your current assets, and evaluate your level of comfort with risk and reward.
We will carefully navigate the details of your custom financial plan and discuss what it will take to accomplish each of your goals. As we navigate, we will focus on the areas that are important to you: retirement, college funding, buying a new home, etc. We will discuss strategies to grow your assets tax efficiently and make recommendations for each type of investment that helps you accomplish your goals.
We build a custom communication plan so we can communicate with our clients based on their preferences. Strategy review meetings are an important part of your financial success as they continue to reinforce the commitment to accomplishing your goals. In your review meeting, we will update your financial plan with current values, goals and time horizons. Additionally, we will provide continued education on your investments and tax strategies.
Every member of our firm makes it their top priorityto serve our clients.
Financial Advisor & Managing Partner
Aaron has a passion for demystifying the world of financial strategy for people from every walk of life. This passion started with his own schooling. He earned his BA in Business from Pacific Lutheran University where he discovered a love for finance and accounting. After graduating in 2004, he immediately got to work as a financial advisor. Aaron lives in Tacoma with his wife, Heidi, their son, Carson, and their new baby girl, Parker. They love to travel, take walks, and play golf. CA Insurance License #0H89333
Jeffrey is dedicated to guiding clients down a path for success. His dedication stems from his personal experience as a founder of multiple startup companies, both stateside and overseas. His experience and knowledge are the perfect combination to provide our clients with guidance on a path to achieving their unique goals. When stepping away from work, Jeffrey enjoys spending time with his wife, hiking, traveling overseas, indulging in Pu-erh tea, and reading as many books as he can. CA Insurance License #4189959
Rachel is the “nerve center” of Bright Harbor! Office Manager since 2013, we rely on her to keep our office running smoothly. She is the pleasant voice you hear when you’re scheduling your appointments and is involved in each step of every process that makes our firm a step above the rest. A few of her daily duties include helping new and existing clients with new accounts and rollovers, handling contributions and withdrawals, and processing service forms. She and her husband have four sons and two German Shepherds. When she’s not here, she enjoys camping and spending time with her family.
Client Services Specialist
Most of Lindsey’s day goes toward making sure meetings with clients run smoothly. She enters your data into our financial planning tools, maintains your files, and makes sure your service forms get processed quickly and precisely. Our web guru and champion of philanthropy, she is a driving force behind our presence online and in the community. Lindsey received her Bachelor of Science in Business Administration and Management in 2003. Outside of work, Lindsey enjoys working on many home projects and spending time with her husband and three, incredible children.
Our goal is to help you feel confident about your future and pursue your vision of a comfortable retirement. Through our comprehensive approach, we develop your personalized retirement strategy that addresses your individual needs and goals, both short and long-term.
Already have a relationship with us? Do you have questions?
A host of financial tools to assist you.
Register and login to your WA DRS account.
Find out your Social Security estimated benefits.
Complete the questionnaire to visually organize all of your household's finances in a clear graphical layout.
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