We'll build a personal investment strategy for you …
For years, the traditional investment management sales approach has been to simply ask how much money you have and then tell you how they'll invest it. Compounding this shortsighted approach, many advisors are often too focused on selling proprietary products—with little consideration on what matters most to you. That's not our way.
• Objective: Our clients deserve objective investment advice, held to the highest fiduciary standard, and free of conflict.
• Holistic View: Our clients cannot make fully informed financial decisions without a holistic, 360-degree view of their money.
• Transparent: Technology can help clients understand things their bank or broker can't or won't tell you.
• Dedicated: Our clients deserve a dedicated personal financial advisor, aligned with their success.
• Strategy: Our clients don't need more high-cost financial products, they need a smart wealth management strategy.
• Personal: Each of our clients has a unique set of needs and deserves a truly personal approach.
• Our goal is simple: To help you manage and grow your money during retirement while creating a Retirement Paycheck and Income for Life Plan. Snug Harbor Financial is dedicated to being a next generation financial advisor dedicated to achieving our client's long term security and retirement well being.