Services Offered

• Retirement Planning
*Investment Management
• Tax Efficient Withdrawal Strategies
• Asset Protection
• Advanced Tax Planning for highly appreciated assets
• Long Term Care and Elder Law Planning
• IRA Legacy Planning (featuring "The Retirement Trust")
• Revocable and Irrevocable Trusts (CRT'S, ILIT'S, QPRT'S AND Medicaid Asset Protection Trusts)
• Life Insurance
• Probate
• Charitable Remainder Trust
• Income Planning
• IRA & 401(k) Rollovers


Today. Tomorrow. Together.
Tax, Investment and Estate Planning Firm
Harbour Pointe Wealth Management is a full-service Wealth Management 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.
 
Looking after your best interest

We understand how important it is for you to be able to trust your financial advisor – particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisor you can count on to give you the news straight and always look after your best interests.

That trusted advisor is Harbour Pointe Wealth Management. We are experienced, responsive and understand your need for integrity and transparency.

To schedule a time to discuss your financial future, contact us at info@asktaxesq.com or call us at 1.844.4.TAXESQ today!
 

 

Free Consultation
Karen Scott Mims, Esq is a Founder and President at Harbour Pointe Wealth Management. We invite you to join her for a no obligation consultation. This offer is applicable to  persons age 55 and older and for investment management consultations only.
 



 

National Debt Clock