Harbor Point Advisors: Protect What You've Built

Harbor Point Advisors helps successful individuals, families, and business owners protect what they've spent a lifetime building, create dependable retirement income, and move into retirement with confidence. Based in Bozeman, Montana, we work with clients across the United States.

Call (406) 539-3423 · Bozeman, Montana · Serving clients nationwide

What we focus on

• Retirement income planning: creating dependable, predictable income
• Principal protection strategies
• Tax positioning for retirement
• Turning a business into personal wealth: structuring proceeds before and after a sale
• Legacy and wealth transfer strategy

Our approach

Strategy before product. We start with your situation (income needs, risk exposure, tax positioning, and long-term objectives) before discussing any tools. Protection is not pessimism, calm beats reactivity, and we build partnerships rather than transactions.

Harbor Point Advisors is an insurance agency. Adam Stevens is a licensed insurance professional, license number 3004330767, NPN 22297129. Harbor Point Advisors is not a registered investment adviser or a broker-dealer.