Bright Harbor Wealth Management

We are here for you.

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.

Advice & Counseling
Educators’ Retirement Planning
Wealth Management & Financial Planning

Tax Advantage Investment Vehicles
Risk Management
401k/IRA Rollovers, College Funding Plans, …and more

DISCOVERY MEETING

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.

STRATEGY MEETING

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.

ONGOING REGULAR STRATEGY REVIEW MEETINGS

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.

Our Team

Every member of our firm makes it their top priority
to serve our clients.

6 Client Promises

Understand your situation

Respect your assets

Educate you on your options

Provide clear recommendations

Track your progress

Stay in touch with you

We Work Hard For You

Whether you are a teacher planning for retirement or are planning for your children’s college education, we specialize in helping you build a customized plan to accomplish your goals.

Are you retirement ready?

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.