Investments

INVESTMENTS


Safe Harbor Wealth Management LLC is an independent Registered Investment Advisor, overseeing and coordinating finances, our goal is to provide the families and businesses we work with innovative financial strategies, solutions, and planning that result in financial clarity and security.

As a Registered Invesment Advisor, we are legally bound to work in your best interest.

PDFIconLearn about the benefits of working with a Registerd Invesment Advisor.



Managed Portfolios

We offer portfolios tailored to investors’ unique objectives, risk tolerances and time horizons. Our investment strategy is designed around personal risk tolerance, and investors can select from over 20 proprietary model portfolios.
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Portfolio Analysis Review

Our proprietary Portfolio Analysis Review (PAR) process gives you a detailed breakdown and thorough written analysis of your entire investment portfolio. The PAR process combines powerful third-party statistics with a simple, easy-to-read report so you truly understand the possible risks and rewards of your current investment portfolio.
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Strategic Partners

Our firm expands our services by offering professional money management through our strategic investment partner Gradient Investments, LLC (GI). GI is an SEC Registered Investment Advisor offering exclusivity to its strategic investment partners across the country and over 20 proprietary portfolios managed by their Chief Investment Officer Wayne Schmidt CFA, MBA. and Senior Portfolio Manger Mike Binger.
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