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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*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.