Harbor Wealth Management - Gig Harbor (WA)

Matthew Knoll I had the pleasure of working with Jayden Patterson to set up my Roth RIA, and I couldn’t be more satisfied with the experience. From start to finish, Jayden was knowledgeable, patient, and incredibly helpful. He took the time to explain each step of the process in clear terms, making sure I fully understood my options and what would work best for my long-term goals. What stood out most was his attention to detail and willingness to answer every question, no matter how small. Financial planning can feel overwhelming, but Jayden made the experience smooth and stress-free. He was prompt in communication, thorough in his recommendations, and genuinely invested in helping me make informed decisions. Thanks to Jayden, I now feel much more confident about my financial future. I would highly recommend him to anyone looking for expert guidance on setting up a Roth RIA or navigating any part of their investment strategy.

Nicolas Stimac Jaeger and Jason have helped immensely with managing my portfolio, especially through such a volatile market. I’m very thankful for the Green Jay team and highly recommend their services.

customer service This firm has done our taxes and supervised our bookkeeping for over 25 years. They have always met tax deadlines and given good advice Thak you Ray Gerstman and others you work with!

Akutra Cea Brendan is knowledgeable, friendly, and professional. He understands that one size does not fit all and creatively approaches the scenario based upon what best suites my needs. It was a really pleasant having a conversation with him.

Oliver Ortiz Wait, wait wait can I get 20s funny video on YouTube Mint Valley is the great I used it on my YouTube channel. @AviationStar123.

Coffee Blue Great place

Oregon Customer Great firm and a ton of resources!

Stephanie Patrick Mike and I worked with a client for the past 2 years or so. It was difficult to get him to pull the trigger. He didnt want to be in a multiple offer situation but because of his price point and type of home its been in very high demand. Because Mike was able to close in 21 days, we finally won and we got them a fantastic home! Mike was very communicative throughout the process and I appreciated his knowledge and expertise. Thank you Mike, a job well done!