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Safe Harbor Financial, LLC

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Safe Harbor Financial, LLC

Overview:

David Wren and Fillip Gershon founded Safe Harbor Financial with the goal of assisting clients in every aspect of their financial lives. Through the years, Safe Harbor Financial has strategically added advisors to the firm. Each advisor brings unique expertise and experience to this Financial Planning Boutique. Caring is the backbone of our practice. We believe that clients are best served when they are listened to and understood. Integrity, loyalty, respect, and teamwork are values that Safe Harbor Financial was built on. The client always comes first. Every client’s goals are different; as a result, their individual plan is unique and customized. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and to provide financial independence. It is through listening to the concerns and needs of our clients that we are able to develop sound solutions. It is our desire to build meaningful, long lasting and mutually beneficial relationships with our clients.

Here at Safe Harbor Financial, we know that your future can't be predicted. That's why we believe with the right planning, you can be prepared for much of what life brings. In a volatile, ever changing economic environment, uncertainty is running high. People are more concerned now than ever before about where to put there monies and how to invest their savings. If one thing's clear, it's that individuals are scared of what their financial future will be.

At Safe Harbor, our client's future is important to us. A "Great Future" starts with having a plan. However, having a plan is not enough. That's why we regularly watch over our client's plans and make adjustments along the way to help protect them. It's essential that financial plans get updated and monitored as life changes. With over 35 combined years of experience, our professionals at Safe Harbor Financial have helped countless individuals plan to reach their goals and dreams.

So ask yourself, what's your "Safe Harbor"? Is it retiring comfortably at an age you can enjoy it? Is it going on family vacations, sending your children to college, traveling with your spouse, having a catch with your grandchild, spending time with a loved one or passing on wealth to future generations? Whatever it is and wherever it takes you, Safe Harbor Financial can help get you there.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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