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Why Choose Safe Harbor?

At Safe Harbor Wealth Management we believe that lasting relationships are built on mutual trust. Our goal is to work with individuals, families and business owners who are motivated to seek out and implement the advice and guidance better suited to their needs. Your well-being is always our first concern. That’s why so many of the relationships we have developed over the years with our clients have expanded to become cherished friendships.

We believe that helping you preserve and offer the potential for growth for a lifetime of assets requires access to smart financial advice, unbiased research and an objective perspective. We also believe it can take place in a relaxed, congenial and friendly environment. We seek to bring these attributes to you along with more than 40 years of combined industry experience and the vast resources of LPL Financial, the nation’s largest independent broker/dealer.*

If you share a similar perspective, we invite you to Contact Us to learn how we may be able to help you pursue your important financial and life goals.

* As reported by Financial Planning magazine, June 1996–2013, based on total revenue.