Built to Meet your Financial Needs
Comprehensive Wealth Management means combining all the issues and people which affect your current financial position and future goals into one manageable, controllable picture. At Safe Harbor Fiduciary, it's more than investing; it's more than estate planning. It's satisfying the dynamic needs of our clients and the world in which they live. Our goal is to get everyone working in the right direction—your direction.
Using a team approach, we can close the gaps between your current status and your future goals, helping you to make wise decisions concerning your wealth.
Statistics show that on average people enter into the wealth management process five times, but generally do nothing.
We feel this can be attributed to two items:
Lack of clarity
Without a properly assembled team of advisers, contradictory solutions may be given by each different adviser. While each suggestion may have merit, it will be biased in the direction that the individual adviser is accustomed to. This is eliminated by a thorough discovery process combining input from each team adviser. This is the way we accomplish and reach goals via clarity of the process.