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Helping You Navigate Your Financial Journey

At Harbor Island Wealth Management, we understand that navigating the complex world of investments and financial planning can be challenging. Here are resources to get you started.

  1. Schwab Advisor Services brokerage account enabled for you… you get… dedicated Support Representatives… Many other perks… hard to find better… please visit…
    https://advisorservices.schwab.com/advisor/login
    no need to log in…
    click Advisor Services
    click Serving Your Clients
    click Resources for Your Clients
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  2. New fintech software… approved by most 401(k) and 403(b) plan administrators… now enables me to manage your workplace retirement accounts in combination with your other investments and create holistic financial plans for you.
  3. Estate Planning Attorneys… well qualified… listed by location… available to you.
  4. Offshore Accounts… help protect your assets from lawsuits.

Charting Your Path to Financial Freedom

Let us guide you toward financial freedom, securing your future with sound investment and insurance strategies. I have served investors from Irvine-Newport, California for 40+ years. Contact Harbor Island Wealth Management today. Start planning your future with a registered investment advisor / fiduciary.

Connect With Our Team

Achieve Your Financial Goals With Confidence

We're dedicated to optimizing your financial performance at Harbor Island Wealth Management. Contact us today to NAVIGATE YOUR INVESTMENTS with CONFIDENCE and CRUISE to YOUR RETIREMENT PAYCHECK.