Safe Harbor Wealth
Investments with a History of Creating Wealth.
A FIDUCIARY FINANCIAL PLANNER
Safe Harbor Wealth was founded by Curtis Purington.
Curtis has over 30 years of experience observing and analyzing markets.
He helps investors by focusing their money on investments with a proven history of creating wealth.
He manages Safe Harbor in a way that reflects how he would like to be treated:
- He specializes in investments with a proven history of creating wealth.
- He focuses on results.
- He provides the fiduciary standard of care.
Curtis resides in Eagan, Minnesota with his wife Chris and daughter Taylor (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 best possible service.
She lives in Eagan, Minnesota with her husband and two daughters 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 best possible service.
She lives in Eagan, Minnesota with her husband and two daughters 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 investment products which often perform poorly
and can be laden with high 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 create wealth.
We serve investors who seek to increase their net worth.
We specialize in investments that create wealth.
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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.
We have no influence 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.
As a fiduciary we are free of conflicts of interest.
As a fiduciary we are free of conflicts of interest.
Fiduciary Financial Adviser
