SAFE HARBOR WEALTH MANAGEMENT, LLC

Overview

Safe Harbor Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company that serves individual, family and small institutional clients. The firm emphasizes discretionary portfolio management and financial planning, and it also acts as a capital allocator — selecting and overseeing third‑party managers when those solutions are appropriate. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm has an industry affiliation with an insurance company and does not identify itself as an active ESG investor. Investment practice centers on using pooled public vehicles as the core of client portfolios, supplemented by separate‑account management and third‑party manager relationships when needed. The firm’s filings show a heavy tilt toward mutual funds and other public funds for core exposures, with virtually all client assets managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices