About

Harbor Point Wealth Management is an independent wealth management and financial planning firm serving individuals, families, professionals, and business owners throughout Woodbridge Township and Central New Jersey.

We help clients navigate important financial decisions through comprehensive retirement planning, investment management, tax-aware planning, Social Security and income strategies, estate and legacy planning coordination, and small-business retirement plans, including 401(k) plans.

Our approach is built around understanding each client’s goals and creating a clear, coordinated financial strategy designed to help them make informed decisions throughout retirement and other major life transitions.

Harbor Point Wealth Management was founded on a simple idea: financial planning should provide direction, clarity, and confidence. Guiding Wealth. Guarding Legacies.