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

ABOUT THE FIRM

As a “Fee Only” SEC Registered Investment Adviser, managing your family’s wealth is a serious undertaking. It is our Fiduciary responsibility to relieve you of the growing burden of taxes and the liability of increasing risk to protect your wealth. Our firm manages advisory accounts on a discretionary & non-discretionary basis.

1031 EXCHANGES WITH DELAWARE STATUTORY TRUSTS

Safe Harbor Asset Management, Inc. is a Registered Investment Adviser. Serving as a leading provider of investment-grade property alternatives for 1031 Exchanges from coast to coast. We’re uniquely positioned to not only offer a robust inventory of DSTs but also provide them to our investor clients at a lower cost. Ask us about our services today!

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.

Our Leadership

Meet the Safe Harbor Asset
Management Team

Learn more about our amazing team of professionals.

Stay Connected

Click on the resources below to access the most up-to-date information.

Recent Blog | News

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.

Schedule a Lecture

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.

Client Portal

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 anytime and anyplace.

SAFE HARBOR ASSET MANAGEMENT AWARDS*

*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.