Safe Harbor Asset Management is a fee based Registered Investment Advisory firm. We serve and offer wealth management services to individuals and companies of high-net worth. Our Registered Advisor has been in the business for over 30 years, and we are looking to revamp our Brand. Our first mission is our logo, which is a pivital first step in revamping our identity. Safe Harbor Asset Management is located in Huntington, NY, and given our name; we would like an image to encompass the security our financial services give our clients and express our love for Long Islands Nautical landscape. We believe lighthouses are the first thing that come to mind; when thinking about a Safe Harbor. When looking for direction, or a point of reference, ships/boats seek the skyline for a strong and guiding lighthouse to lead them to safety and security.
Tell us a bit about who you are and the people you reach
Married couples/Partners and Families for Family Wealth Managment
Retirees for Retirement Planning
Corporations to service their 401k Plans and offer Fiduciary Advice
We do work with the Real-Estate Industry, Law Firms, CPA Firms, and other Registered Investment Advisors.
These encompass prospective and existing clients.
Safe Harbor Asset Management takes pride in the "art of wealth management". Its not just about numbers, its about experience and developing tailored portfolios for our clients. We build relationships as well as client portfolios. In volatile and insecure times, we want our image to be solid and show our Firm is a place of security and a haven for our clients financial needs. We feel Lighthouses are a highlight. Please feel free to run with this theme and be as creative as you can be.