Safe Harbor Wealth Management, Inc.

Lisa Mazzuca 

on Google

a month ago

My husband and I recently met with Chad White at Safe Harbor Wealth Management, and we’re very glad we did. Chad took the time to really understand our situation and walked us through several clear, practical strategies to improve our long-term financial and tax planning. He explained our options in a way that was easy to follow, without ever making us feel rushed or overwhelmed. We left the meeting feeling informed, confident in our next steps, and grateful for his expertise and thoughtful tax planning advice. We highly rec... read more

Florence Pissott 

on Google

2 weeks ago

I have been working with Chad White at Safe Harbor for about 1 1/2 years. Meeting Chad and listening to his great advice for handling my funds was the smartest move I made. With the smart choices Chad discussed for my account has put me in a great position for my investments. I highly recommend Chad White and Safe Harbor Wealth Management. 

Laura Jackson 

on Google

2 months ago

We have had a wonderful experience dealing with Chad and the Safe Harbor Wealth Management team! They are experienced in tax planning, as well as investing assistance. We feel so much better now that we have his help to manage and guide us in retirement. They are caring and patient and backed by the best current software to perform multiple analyses from which to base decisions. The team is also very thoughtful and kind and have become good friends in the time we’ve known them! I highly recommend Chad White and his team!! 

Amy Greene Financial Coaching 

on Google

2 months ago

I've worked with Chad and his team now for almost 8 years on a professional level (I'm not a client). As a financial coach, I need trusted financial advisors to send my clients to when they are ready to start investing and for taxes. Chad and his team have been nothing but professional, knowledgeable, and honest. Chad truly has the heart of a teacher and implements the same investment strategies and financial principles in his own life. He's exceptionally skilled at helping clients save on taxes in retirement and guides them... read more

Lisa Thorne 

on Google

2 months ago

My husband & I have been working with Chad White for over 20 years. We have been very happy. He has monitored and guided us through all these years to maximize the return on our investments and make wise decisions. As we are getting closer to retirement, he’s outlined a plan and strategy that will really work well for us. If you want a seasoned Professional, who works with you closely to design a future for you, you can’t go wrong with Chad White.