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Securing Your Financial Future

Harbor Island Wealth Management is where financial excellence meets personalized service. You get low costs. You get the benefit of my 40+ years of expertise with investments and financial plans and top lawyers and accountants. We enable for you brokerage accounts with Schwab Advisor Services the leader of low-cost service to clients of Registered Investment Advisors. We have a Fiduciary Duty to our clients.

Our Services

  • Solo stock trading at Schwab Advisory Services
  • Managed Stock Trading/bonds
  • Separately Managed Accounts Capital Group / American Funds
  • Mutual Funds (no-load) and ETFs
  • Hedge Funds... Long / Short
  • Index-linked annuities and Life Insurance with no-loss guarantee from stock market fluctuations
  • 401(k), 403(b) Retirement Plan Management enabled by New Fintech Software
  • Financial Plans - Simple, Comprehensive, Holistic
  • Estate Plans - Complete with Trusts and Wills
  • College America 529 Plans
  • IRAs... Simple, Roth, SEP... at Mutual Fund Companies or Schwab Advisor Services
  • Long-Term Care Insurance
  • HSA... Health Savings Accounts
  • QLAC... Qualified Longevity Annuity Contracts
  • Offshore accounts to help protect assets from lawsuits

Insurance companies usually guarantee their products.
That generally includes INDEX-LINKED annuities and life insurance policies from loss due to stock market fluctuations. But please have us verify each insurance contract before you buy.
All other investments are not insured by the FDIC or any other entity, so may lose value.

Empower Your Financial Journey

Ready to take control of your financial journey? Contact us today to schedule a consultation with our team of dedicated experts and experience holistic wealth management.

Get in Touch