Harbour Pointe Wealth Management LLC

Description

Financial services firm based in Columbia, Maryland Harbour Pointe Wealth Management is a full-service financial services firm serving Maryland, Washington D.C. and northern Virginia. Founded in 2003, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We are also proud members of the Better Business Bureau as well as the National Ethics Association because trust and ethical responsibility are the cornerstones of our practice.

Financial Services To develop a financial plan for your future, it's important for your financial professional to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. As a full service firm, we are proud of our staff of estate, litigation and tax attorneys, financial advisors and CPA’s all under one roof for your convenience.

Harbour Pointe Wealth Management 's mission is to educate, empower and service our clients – meeting their needs from beginning to end. Our primary expertise is offering a comprehensive 360 degree planning approach that encompasses financial, tax and estate planning and management of each individual’s unique needs. Karen Scott Mims, Esq Karen Scott Mims, Esq is a Founder and Managing Partner at Harbour Pointe Wealth Management .

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