Safe Harbor Asset Management, Inc. is a Fee Only SEC Registered Investment Adviser dedicated to preserving clients’ wealth and mitigating taxes so they can retire with confidence. The firm provides comprehensive wealth management services, specializing in 1031 exchanges with Delaware Statutory Trusts (DSTs), investment-grade property alternatives, and strategic financial planning to protect and grow family wealth across generations.
Fee-only fiduciary advisory services
Nationwide inventory of DSTs with lower costs
Comprehensive wealth management integrating estate, charitable, and business succession planning
Services
1031 Exchanges with Delaware Statutory Trusts
Provides a robust inventory of DSTs for 1031 exchanges, offering lower-cost investment-grade property alternatives for affluent investors.
Lower-cost DST offeringsNationwide property alternativesExpert guidance on 1031 exchange compliance
Family Wealth Management
Comprehensive wealth management services including tax mitigation, asset allocation, estate planning, charitable giving, business succession, and life insurance strategies.
Fee-only fiduciary advisory servicesGlobal strategic asset allocationEstate planning and wealth transfer strategiesCharitable giving and philanthropic planningBusiness succession and exit strategy planningLife insurance planning for wealth protection
Credentials & Certifications
Fee Only SEC Registered Investment Adviser
Since N/A
Recipient of Financial Advisor Magazine’s RIA Survey & Rankings
Since 2012, 2015, 2016
Long Island Business News’ Long Island Business & Finance Awards
Since 2022
Reviews
Rating
5
★★★★★
Reviews
3
"He has a way of explaining my finances so I actually understand."
Frequently Asked Questions
What is a 1031 Exchange with a Delaware Statutory Trust (DST)? +
A 1031 Exchange with a DST allows investors to defer capital gains taxes by exchanging relinquished property for a fractional interest in an institutional-grade DST, providing liquidity and diversification.
How does Safe Harbor Asset Management ensure tax mitigation in wealth management? +
The firm employs Modern Portfolio Theory, global strategic asset allocation, and tax-advantaged strategies such as charitable giving, business succession planning, and life insurance to protect and grow client wealth.
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