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.
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!
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.
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.
To legally publish performance figures, investment reports must be verified. SAM has a recorded 20-year performance history; verified by Absolute Verification Services, as established by the CFA Institute.
Meet the Safe Harbor Asset
Learn more about our amazing team of professionals.
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 anytime and anyplace.
SAFE HARBOR ASSET MANAGEMENT AWARDS
*Criteria for obtaining the various awards will be provided upon request.
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.