Fiduciary Financial Planner
Safe Harbor Wealth, a Minnesota Registered Investment Adviser, helps investors who seek to increase their wealth.
Safe Harbor Wealth does not solicit business in states where it is not registered to do so.
Investors in those states are free to contact and engage Safe Harbor Wealth on their own initiative.
We serve investors in all of Minnesota.
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.