Safe Harbor Wealth
FIDUCIARY FINANCIAL ADVISER
Safe Harbor Wealth was founded by Curtis Purington.
Curtis has over 30 years of experience observing and analyzing markets.
His investment strategy focuses wealth-creating investments.
He has held the following positions:
Merrill Lynch - Financial Consultant
Piper Jaffray - Managing Director - Investments
Wells Fargo Investments - Senior Vice President / The Private Bank
Oppenheimer and Co. - Portfolio Manager / Director-Investments
He manages Safe Harbor in a way that reflects how he would like to be treated.
He invests his own money in the same way he invests his clients' money.
Mr. Purington is acts under the fiduciary standard of care.
This means he is required by law to place the interests of his clients first.
Curtis resides in Eagan, Minnesota with his wife Chris and daughter Taylor Anne
(who he is very proud of).
He enjoys learning, science, religion, parenting, and of course, investing.
Safe Harbor Wealth, a Fiduciary Investment Adviser in Minnesota, is supported by Nicole Hall.
With over 25 years of experience in the executive assistant field, she supports Safe Harbor's operations in a variety of ways and is committed to providing all of Safe Harbor's clients with the best possible service.
She lives in Eagan, Minnesota with her husband and two children and enjoys spending her summers on the St. Croix River.
With over 25 years of experience in the executive assistant field, she supports Safe Harbor's operations in a variety of ways and is committed to providing all of Safe Harbor's clients with the best possible service.
She lives in Eagan, Minnesota with her husband and two children and enjoys spending her summers on the St. Croix River.
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Safe Harbor Wealth is a
fee-only fiduciary financial adviser in Minnesota.
Safe Harbor is different.
We believe investors should have access to better options than packaged products, which often under perform and can be laden with fees.
Instead of just "managing" wealth, we attempt to
harvest wealth from the markets for our clients.
We scan the entire market of companies seeking only those
with a history of creating value.
We select only a few that have shown
sustained ability to generate wealth.
We serve investors who seek growth of capital.
We focus on investments that create value.
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Safe Harbor is legally bound by the fiduciary standard of care.
We have no conflicts of interest from being controlled by a
bank, broker or insurance company.
There is no pressure from commissions, bonuses or sales quotas.
We work only for our clients.
Safe Harbor Wealth is a Registered Investment Adviser.
Registered Investment Advisers differ from
banks, brokers and insurance companies.
Registered Investment Advisers are fiduciaries by law.
Fiduciary comes from the Latin word “fiducia” which means:
faith, confidence, trust.
This means we must place the interests of our clients first.
Conflicts with the client's interests can arise from
commissions, bonuses and sales quotas.
These conflicts can be common in the
brokerage, banking and insurance industries.
Fiduciaries are held to higher ethical standards,
have greater responsibility and are more limited in compensation.
Safe Harbor is not controlled by any broker, bank or insurance company.
We work only for our clients.
Registered Investment Advisers differ from
banks, brokers and insurance companies.
Registered Investment Advisers are fiduciaries by law.
Fiduciary comes from the Latin word “fiducia” which means:
faith, confidence, trust.
This means we must place the interests of our clients first.
Conflicts with the client's interests can arise from
commissions, bonuses and sales quotas.
These conflicts can be common in the
brokerage, banking and insurance industries.
Fiduciaries are held to higher ethical standards,
have greater responsibility and are more limited in compensation.
Safe Harbor is not controlled by any broker, bank or insurance company.
We work only for our clients.
Call us at 612.234.7233
As a fiduciary we operate without conflicts of interest
created by commissions, contests or sales quotas.
As a fiduciary we operate without conflicts of interest
created by commissions, contests or sales quotas.
Fiduciary Financial Adviser
