There was a time when businesses took pride in providing personalized service. A time when meeting face-to-face was the norm, not the exception. A time when calling during business hours meant speaking to a live person. When calls were returned in a timely fashion. When taking the time to listen and get to know you was considered paramount to establishing and sustaining a long-term relationship built on trust and mutual respect.
At Safe Harbor Wealth Management, that time is now.
Helping you pursue your financial goals is not just our business, it’s our passion.
Welcome to Safe Harbor Wealth Management
We bring more than four decades of combined financial services and wealth management experience to individuals, families and business owners throughout New Jersey. We have earned a reputation for providing the experience, understanding and dedication required to help you sort through the financial concerns and challenges you face today, and provide the objective guidance you seek well into the future. With an emphasis on collaboration, education and communication, we can help you develop an actionable plan for pursuing your financial objectives that reflects your goals and values.
We seek to:
- Help you maintain the standard of living you have worked hard to achieve, now and throughout retirement.
- Simplify the retirement planning and investment process so you can spend more time focusing on what is most important to you in life, including family, friends, leisure activities and career goals.
- Communicate often and meet with you regularly as we work together to monitor and adjust your financial strategy based on changes in your life, your goals or financial market conditions.
The Competent Guidance You Seek for Today’s Needs and Tomorrow’s Goals
Working as a cohesive team, we share a passion for our clients, our community and for enhancing the lives we touch along the way. Our efforts to provide unparalleled service and value to you is supported by the extensive resources of a nationally recognized firm, LPL Financial, resulting in the caliber of services, experience and personal attention you expect from a leading wealth management firm.