Your Trusted Source for Family Wealth Management

It is our mission to preserve our clients’ wealth & mitigate their taxes
so that they can enjoy the fruit of their lives work & retire with confidence

Wealth Management Services

Managing your family’s wealth….

Our Leadership

Meet the Safe Harbor Asset
Management Team

Learn more about our amazing team of professionals.

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*Financial Advisor Magazine’s RIA Survey & Rankings recognition received in the July issues of 2012, 2015 and 2016, published online, and are based on assets under management at year end for the two calendar years prior to publication date. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Long Island Business News’ Long Island Business & Finance Awards recognition received in the Nov 18-24, 2022 issue. This award is based solely on self-nomination and number of votes received by the voting public. Safe Harbor Asset Management and its advisors do not pay for placement on 3rd party rating or ranking lists. Rankings and recognitions are no guarantee of future investment success.

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.