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Your Trusted Source for Family Wealth Management

We have a passion for serving our client families and watching them achieve their dreams

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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.

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Managing your family’s wealth….

Investment Philosophy

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.

Our Leadership

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Meet the Safe Harbor Asset Management Team

Learn more about our amazing team of professionals.

Team Biographies

Stay Connected

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.

Safe Harbor Asset Management Awards

Let's discuss your situation!

Call us at (631) 421-4341 to discuss your 1031 exchange or potential investment grade properties. It usually only takes a few minutes to walk through your transaction and get you started.

Contact Us Today!