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.
6 Client Promises
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