Safeharbor Asset Management

At Safe Harbor Asset Management, we understand the importance of securing your family's wealth and mitigating taxes to ensure a confident retirement. As a "Fee Only" SEC Registered Investment Adviser, we take our fiduciary responsibility seriously, providing comprehensive wealth management services to alleviate the burden of taxes and risk.

Our Story

Our firm's investment philosophy is guided by the principles of Modern Portfolio Theory (MPT), which enables us to construct tailored portfolios around a core of index and enhanced index funds. We specialize in helping affluent individuals sustain their wealth through practical and strategic methods, including 1031 Exchanges and Delaware Statutory Trusts (DSTs). Our team of experts is dedicated to providing personalized services, empowering our clients to make informed decisions about their financial future.

Our Services

We offer a range of wealth management services, including:

• Investment-grade property alternatives for 1031 Exchanges
• Discretionary and non-discretionary advisory account management
• Strategic asset allocation modeling
• Tax-deferral strategies
• Retirement planning
• Educational presentations on market trends and financial planning

Our leadership team is comprised of seasoned professionals with extensive expertise in wealth management, tax planning, and 1031 Exchanges. We are committed to staying up-to-date on the latest market trends and regulatory changes, ensuring our clients receive the most effective and innovative solutions.

Why Choose Us

At Safe Harbor Asset Management, we pride ourselves on our exceptional client service, transparency, and integrity. We believe in building long-term relationships with our clients, providing them with timely guidance and support every step of the way. With our comprehensive wealth management services, you can trust that your financial future is in good hands.