Broker Check

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.

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.


Welcome

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.

Our Services

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

Our Process

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.

Aaron Palmer, CFP®

Financial Advisor & Managing Partner

aaron@brightharborwm.com

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 McIntosh, QPFC®

Financial Professional

jeffrey@brightharborwm.com

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 Moore

Office Manager

rachel@brightharborwm.com

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.

Lindsey Lewis

Client Services Specialist

lindsey@brightharborwm.com

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.

Monica Brady

Administrative Assistant

monica@brightharborwm.com

Monica joined the Bright Harbor team in 2023 with a goal to support the team’s mission to be the most trusted financial advising firm in the South Sound.  Monica’s experience in management and building relationships is greatly valued and supports the firm’s goal of always putting our clients’ needs first.  In Monica’s time off, she enjoys soaking up time with her husband, two boys, and dog. Together, they love being out on the Puget Sound and doing lots of traveling, especially to Mexico and Hawaii.

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

<strong>Are you retirement ready?</strong>

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.

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.

Community Involvements

Supporting our communities is important to us.

Our Office

Bright Harbor Wealth Management:
PO BOX 1593
Tacoma, WA 98401
Phone: (253) 358-5109
Fax: (253) 212-0964
Email: info@brightharborwm.com

Thank you!
Oops!

Facebook

Follow Us

LinkedIn

Connect