Your Trusted Source for Family Wealth Management
We have a passion for serving our client families and watching them achieve their dreams
Investment Advisory Services
About the Firm
Safe Harbor Asset Management (SAM) is a “Fee-Only” Independent SEC Registered Investment Advisor. SAM does not accept commissions. SAM partners with clients to develop tailored tax-efficient wealth management solutions to fulfill their missions and goals. At SAM we believe the reduction and deferral of income & capital gains taxes is a main contributor to wealth accumulation. We believe in applying every legitimate tax solution to our clients’ portfolios and real estate investments.Learn More
Managing your family’s wealth….
Our investment process is guided by the principles of Modern Portfolio Theory (MPT).
We utilize a global strategic Asset Allocation model to construct portfolios around a core of index and enhanced index funds.
Building Wealth With 1031
We specialize in helping the affluent sustain their wealth through practical and strategic methods.
With proper planning, real-estate investors can successfully leverage their debt and taxes while sheltering their cash flow with 1031 Exchanges.
16 Years of Performance
To legally publish performance figures, investment reports must be verified. SAM has a recorded 16-year performance history; verified by Absolute Verification Services, as established by the CFA Institute.
Managing your family’s wealth is a serious undertaking. With an ever increasing array of investment products available, the growing burden of taxes, increasing liability risk has made protecting your family’s wealth more complex.
Meet the Safe Harbor Asset Management Team
Learn more about our amazing team of professionals.Team Biographies
Click on the resources below to access the most up-to-date information.
What do we think of today’s market? How are world events impacting the state of the market? Here is market information as well as other articles and periodicals where Stephen has been sourced.
Stephen is a seasoned public speaker. He offers educational presentations on subject matters like tax-deferral strategies, investing in times of global uncertainty, 401(k) reform, and retirement planning.
Having 24/7 access to the performance and status of your portfolio information is critical. This easy-to-use online portal connects you directly to your financial wealth picture at any time and anyplace.
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