What We Do
We provide our clients with a level of contentment and confidence in their financial lives that they have never experienced before. The service we provide will give you your time back, relieve stress, and lead to more fulfillment as you make financial decisions with ease and confidence.
Our Clients
We get a lot of questions about who we work with and what we do for our clients. We have found, at Safe Port, we are positioned to help a wide array of clients, specifically pre-retirees /retirees, business owners, high-income families, and individuals working in the technology industry.
Our Team
The team-based environment we have cultivated at Safe Port is what differentiates us. We understand no one can be an expert on everything. But many people who are an expert on one thing can cover a lot of ground. This is why we lean on the strength of the team so that, together, we can provide you with advice that is both personalized and highly competent with a service level that is unmatched in our industry.
Our Broker/Dealer
Our status as a truly independent advisory firm is possible because we provide services under an independent broker/dealer. Commonwealth Financial equips our team with an vast amount of resources to, in turn, provide the highest level of care to our clients. That makes them more than just a broker/dealer; they are our partners in success.