ABOUT Us
What Is a Fiduciary?
A fiduciary is a person or organization that acts on behalf of clients' best interest, putting clients' interests ahead of their own,
with a duty to preserve good faith and trust.
Safe Harbor Assets is a Fiduciary and a Registered Investment Advisory Firm.
Unlike Broker/Dealers or Agents, fiduciaries are required both legally and ethically to act in the Client's Best Interest.
Whether it is protecting your assets, planning for your future, planning for college tuition, planning retirement strategies, budgeting for today,
or simply getting your house in order; give us a call and we can talk about it.
Here are some principal questions you should ask yourself:
"Do I have the Time, Temperament, and Expertise to determine my best investment strategies?
"Should I talk to a professional and get a better understanding of what is best for me and my family, or for my company?"
"Am I happy with my current investment team, and if not, why would I continue to follow their protocols, fees, and expenses?"
At Safe Harbor Assets we want you to know that we are not in a high rise office building making money off of products we sell to you for commissions. We are a fee based company with the "Fiduciary Responsibility" to make sure you pay as little as possible to achieve YOUR goals.
Let's talk about your current plan. Together we can brainstorm and keep the conversation ongoing and collectively make decisions that meet your goals.
If you are interested in Safe Harbor Assets managing your portfolio, or a portion of your portfolio, call us and we will help you understand the Securities Market with better clarity, and discover what you should be doing for your long term financial stability.
How we Can Help You
We will take a look at your financial goals and review tools available to you to help you reach your full potential. We are here to steer you toward the lowest costs and the best returns on your hard earned money. Compounding is the single most powerful growth mechanism, and if we can save you 1, 2, 3, or even 4 or 5 percent annually on your investments, your capital over time will be rewarded with much better exponential growth and retained earnings.
Albert Einstein once described compound interest as the “eighth wonder of the world,” saying, “he who understands it, earns it;
he who doesn’t, pays for it.” Compound interest is when the interest one earns on a principal balance is reinvested and generates additional interest.
There is an often-told story that when Albert Einstein was once asked what mankind's greatest invention was, he replied: "Compound interest." There's even one claim that Einstein called compound interest the "8th Wonder of the World."
While there is some debate about whether Einstein really said any of this or not, there's no question that the compounding of interest is a brilliant thing. As another great American, Benjamin Franklin, described it: "Money makes money. And the money that money makes, makes money." That is probably the simplest explanation of compound interest you'll ever hear.
You may be paying high management and other fees that can compromise your compounded returns.
Let's take a look at where you are invested and see how we can save
you from missing out on all of your compounding opportunities.
Disclaimer: Neither Wadsworth Wealth Management LLC dba Safe Harbor Assets, nor any of its advisors sell insurance products.
All information provided is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Wadsworth Wealth Management LLC.. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
Neither Wadsworth Wealth Management LLC. nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
© 2022 Wadsworth Wealth Management LLC. Wadsworth Wealth Management® is a registered trademark of Wadsworth Wealth Management LLC dba Safe Harbor Assets. All advisory services provided by Wadsworth Wealth Management LLC dba Safe Harbor Assets, a California State registered investment advisor. Results are not guaranteed.
At Safe Harbor Assets our fees are negotiable - depending on portfolio size.