PLAN

Are you on the right path to achieve your goals?

Learn more

NAVIGATE

We are here to help guide you on your financial journey to success.

Meet Our Team

ARRIVE

Retire with confidence.

Contact Us

TRUSTED BY EDUCATORS

Specialists in TRS, SERS, PERS, 403b, and DCP for K-12 educators since 2004.

NOT AN EDUCATOR?

No problem! We have lots of experience working with people of all professions.

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.
  Contact Us
 

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

 

dollar, money, currency, payment

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.

Contact Us

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.

Contact Us

Already have a relationship with us? Do you have questions? Let's Chat!

Resources

 

CALCULATORS

A host of financial tools to assist you.

WA DRS WEBSITE

Register and login to your WA DRS account.

SOCIAL SECURITY WEBSITE

Find out your Social Security estimated benefits.

ASSET MAP

Complete the questionnaire to visually organize all of your household's finances in a clear graphical layout.

Community Involvements

Supporting our communities is important to us.

Our Office

Bright Harbor Wealth Management:
PO BOX 1593
Tacoma, WA 98401
Phone: (253) 225-2869
Fax: (253) 212-0964
Email: info@brightharborwm.com
 
 
 

Leave this empty:

 

Facebook

Follow Us

LinkedIn

Connect
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck