Safe Harbor Asset Management (SAM) was founded in 1990 as an independent Registered Investment Advisor. SAM partners with our clients to develop creative, tailored wealth management solutions to fulfill their missions and goals.
Our advanced planning process is to discover those unique factors and begin the process of developing an investment plan.
Managing your family’s wealth is a serious undertaking. With an ever increasing array of investment products available, the growing burden of taxes, increasing liability risk has made protecting your family’s wealth more complex.
Stephen is a seasoned public speaker. Offering educational discourses on subject matters such as; tax-deferral strategies, investing in times of global uncertainty, 401(k) reform, and retirement planning.
Investment Advisory Services offered through Safe Harbor Asset Management, Inc., a registered investment advisor. Securities offered through American Portfolios Financial Services, Inc. A Registered Broker-Dealer. Member FINRA/SIPC. Safe Harbor Asset Management, Inc. is not affiliated with American Portfolios Financial Services, Inc.