Meet Daniel Matthews
Daniel Matthews leads Harborpoint Wealth with 27 years combining pastoral care and fiduciary financial planning. He guides families to keep homes and inheritances intact by building custom SecurePath Plans that combine guaranteed lifetime income, tax-smart distribution strategies, and multi-generation legacy design. Daniel focuses on eliminating market-loss exposure while capturing market gains and creating peace of mind through clear, actionable plans.
Client Success Stories
Turned around an old losing 401k plan
Juan in Arizona had $400,000 in an old 401(k) losing value. Harborpoint implemented a SecurePath strategy that replaced downside exposure with guaranteed streams and market-participation upside.
Financially secure for sure
Jerry in Oklahoma converted $2.1M of savings into a plan that guarantees lifetime income and long-term care enhancements — protecting his spouse and legacy from market risk.
14% earning average in last 10 years
A disciplined SecurePath allocation captured market gains while insulating downside — historical blended returns produced competitive net performance with guaranteed downside protection.
Business selling strategy
We crafted a tax-efficient sale plan for an oil-services owner that preserved over $13M that would have otherwise been lost to taxes, enabling a secure multi-generational transfer.
What Clients Say
Sherry, a nurse in South Carolina, secured tax-free guaranteed growth for her VA Thrift Savings Plan and implemented lifetime income. An Oklahoma business owner preserved over $13M through strategic sale planning and SecurePath structuring.