Fiduciary Financial Planner
Safe Harbor Wealth, a Minnesota Registered Investment Adviser, helps investors who seek to increase their net worth. We serve investors in the following Minnesota communities.
Safe Harbor Wealth does not solicit business in states where it is not registered to do so.
Investors in other states are free to contact and engage Safe Harbor Wealth on an unsolicited basis.
Minneapolis | Saint Paul | Rochester | Bloomington | Duluth | Brooklyn Park | Plymouth | St. Cloud | Woodbury | Eagan | Maple Grove | Eden Prairie | Coon Rapids | Burnsville | Blaine | Lakeville | Minnetonka | Apple Valley | Edina | St. Louis Park | Mankato | Maplewood | Moorhead | Shakopee | Richfield | Cottage Grove | Roseville | Inver Grove Heights | Andover | Brooklyn Center | Savage | Oakdale | Fridley | Winona | Shoreview | Owatonna | Ramsey | Austin | White Bear Lake | Chaska | Chanhassen | Prior Lake | Champlin | Elk River | Faribault | Rosemount | Crystal | Hastings | Farmington | New Brighton | Lino Lakes | Golden Valley | New Hope | Northfield | South St. Paul | West St. Paul | Willmar | Columbia Heights | Forest Lake | Stillwater | Hopkins | Albert Lea | Anoka | St. Michael | Red Wing | Hibbing | Sartell | Buffalo | Ham Lake | Otsego | Bemidji | Robbinsdale | Hugo | Hutchinson | Brainerd | Marshall | North Mankato | Fergus Falls | Sauk Rapids | New Ulm | Monticello | Vadnais Heights | Worthington | Mounds View | Cloquet | Rogers | North St. Paul | East Bethel | Alexandria | Waconia | St. Peter | Mendota Heights | Grand Rapids | Fairmont | Big Lake | Little Canada | North Branch | Arden Hills | Hermantown | Waseca | Mound | Detroit Lakes | Thief River Falls | Virginia East | Grand Forks | St. Anthony | Little Falls | Cambridge | Oak Grove | Lake Elmo | Victoria | Mahtomedi | Crookston | Orono | Baxter | Wyoming | Shorewood | New Prague | St. Francis | Albertville | Belle Plaine | Minnetrista | Litchfield | Waite Park | St. Joseph | Spring Lake Park | International Falls | Kasson | Stewartville | Jordan | Delano | Glencoe | Corcoran | Falcon Heights | Isanti Morris | St. Paul Park | Zimmerman | Medina | Montevideo | Redwood Falls | Byron | Chisholm | Lake City | Circle Pines | Chisago City | Dayton | La Crescent | Oak Park Heights | Princeton | North Oaks | Luverne | Becker | Windom | St. James | Nowthen Elko New Market | Lindstrom | Rockford | Sauk Centre | Watertown | Wayzata | Pipestone | Carver | Wadena | Grant | Dilworth | Cannon Falls | Le Sueur | Cold Spring | Goodview | Scandia | Columbus | Park Rapids | Centerville | Lonsdale | Deephaven | Eveleth | St. Charles | Two Harbors | Bayport | Independence | Norwood Young America | Melrose | Sleepy Eye | Mora | St. Augusta | Newport | Ely | Long Prairie | Breckenridge | Zumbrota | Pine Island | Jackson | Plainview | Annandale | Blue Earth | Benson | Perham | Rush City | Pine City | Proctor | Hanover | Montrose Montgomery | Afton | Staples | Milaca | Mountain Iron | Greenfield | Caledonia | Granite Falls | Chatfield | Moose Lake | Sandstone | Cohasset Cokato | Dodge Center | Foley | Roseau | Albany | Barnesville Lake | Crystal | Eagle Lake | Glenwood | Wabasha | Le Center | Osseo | Rockville Pelican Rapids | Lauderdale | Spring Valley | Paynesville | Olivia | Crosby | Breezy Point | St. Bonifacius | Winsted | Madelia | Gaylord | Wells | Janesville | Excelsior | Pequot Lakes | Arlington | Crosslake | Mountain Lake | Tracy | Springfield | Slayton | Maple Lake | Aitkin | Hawley | Eyota
Safe Harbor Wealth is a fee-only fiduciary financial adviser in
We help investors who seek to increase their net worth.
We focus on investments with a history of creating wealth.
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 wealth.
We select only a few that have shown
sustained wealth creation.
Safe Harbor is legally bound by the fiduciary standard of care.
Fiduciary comes from the Latin word “fiducia” which means:
faith, confidence, trust.
We have no conflicts of interest from being employed by a
bank, broker or insurance company.
There is no pressure from commissions, bonuses or sales quotas.
We do not sell mutual funds or other "products" that are often loaded
with fees and commissions and often perform poorly.
We work only for our clients.