Safe Harbor Asset Management

Open
Call
Website
167 E Main St
Huntington, NY 11743
+1 (631) 421-4341
https://www.investsafeharbor.com

Safe Harbor Asset Management, located in Huntington, NY, is a fee-only SEC registered investment adviser dedicated to preserving family wealth and mitigating tax burdens for its clients. With a focus on discretionary and non-discretionary advisory accounts, the firm leverages strategic planning and investment-grade property alternatives, including 1031 Exchanges and Delaware Statutory Trusts (DSTs), to help clients sustain and grow their wealth.

Guided by the principles of Modern Portfolio Theory, Safe Harbor employs a global strategic asset allocation model to construct diversified portfolios centered around index and enhanced index funds. The firm also emphasizes client education through public speaking engagements on topics such as tax-deferral strategies, retirement planning, and navigating market uncertainties.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Helping Hands Children Services

Helping Hands Children Services, based in Huntington, NY, is a specialized special education consultation firm that focuses on autism and behavioral services. The firm offers a range of services such as in-school and after-school behavior consultation, ABA and special education programming development, parent training, and various resources for the community. Generated from their available business information

Primo Piatto Gastro Bar & Pizzette

NYIH

Mark Siegel is a certified master practitioner and trainer of Hypnotherapy. He is the founder of New York Institute of Hypnosis, and consults to a network of leading hypnotherapists using the most effective process available today to stop smoking in just one hour...
United States›New York›Huntington›Safe Harbor Asset Management

Partial Data by Foursquare.