Tax Concierge Service

Serving higher net worth individuals with complex tax planning, estate and asset protection needs

How can we help you?

Harbour Pointe offers a wide variety of services all geared to help you with your tax minimization, retirement and financial planning goals

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come. 

Tax Strategy

We’ll help make sure that we’re considering the tax implications with all your investments.

Estate

With many years experience, we’ll help you secure your legacy for future generations.

Complex Assets

We have extensive experience managing tax implications of larger portfolios, Inherited IRA’s and rental real estate

Small Business

Let us help make sure your business is poised for growth.

Lifestyle

Strike the perfect balance between work and leisure.

Harbour Pointe Tax Advisory

Why Choose Us?