Business Details
31 Years
experience
Your Trusted Wealth Management Partner in Huntington, NY
Safeharbor Asset Management has been a trusted fee-only SEC-registered investment adviser since 1995, specializing in comprehensive wealth management solutions. Our firm employs Modern Portfolio Theory to construct globally diversified portfolios while prioritizing tax efficiency and risk management. With decades of experience, we offer fiduciary services encompassing strategic tax planning, asset protection, estate planning, and 1031 exchange expertise.Our team collaborates with tax, legal, and insurance professionals to deliver tailored financial strategies for high-net-worth families. Recognized by Financial Advisor Magazine and Long Island Business News, we maintain a disciplined approach combining investment consultation, advanced planning, and relationship management to preserve client wealth across generations.
Services
Wealth Management
1031 Exchanges
DST Investments
Tax Planning
Estate Planning
Details
- Year established: 1995
Highlights and features
- 25+ years of fiduciary wealth management experience
- Specialized expertise in 1031 exchanges and DST investments
- Fee-only advisory model with transparent pricing
- Award-winning team recognized by industry publications
- Comprehensive approach integrating tax, legal, and insurance planning
Associations and certifications
- SEC Registered Investment Adviser
Services
Wealth Management
Our wealth management services combine Modern Portfolio Theory with personalized financial planning to preserve family wealth. We create customized investment strategies that address tax efficiency, risk management, and long-term growth objectives. Our fiduciary approach ensures all recommendations align with clients' specific financial goals and risk tolerance levels.
1031 Exchanges
Specialized 1031 exchange solutions help real estate investors defer capital gains taxes through Delaware Statutory Trust investments. We guide clients through all exchange types including deferred, reverse, and improvement exchanges while ensuring IRS compliance and optimal tax outcomes.
DST Investments
Delaware Statutory Trust investments provide access to institutional-grade real estate properties with tax advantages. Our clients receive fractional ownership in diversified properties including multifamily, healthcare, and net-leased assets while avoiding active property management responsibilities.
Tax Planning
Strategic tax planning services focus on minimizing tax liabilities through investment selection and wealth transfer strategies. We implement tax-efficient investment vehicles and structure transactions to optimize after-tax returns for high-net-worth individuals.
Estate Planning
Estate planning services ensure seamless wealth transfer across generations while minimizing estate taxes. We coordinate with legal professionals to implement trusts, charitable giving strategies, and business succession plans tailored to each family's unique circumstances.
People
Stephen K. Davis
President & Principal
Founder with four decades of financial services experience specializing in tax-avoidance strategies and 1031 exchanges. Recognized speaker on wealth management topics and published industry expert with FINRA Series 7, 24, and 63 licenses.
Tanya Davis
DST Business Development Manager
Former data analyst with 15 years in advertising and digital media. University of Delaware graduate specializing in DST marketing and business development. Coordinates educational programs for real estate professionals on 1031 exchange opportunities.
Jessica Trask
Office Manager
Wealth management professional with 30+ years experience overseeing client services operations. Manages compliance requirements and portfolio reporting systems while providing personalized client support since joining the firm in 1997.
Questions
What is a 1031 exchange?
A 1031 exchange allows real estate investors to defer capital gains taxes when selling investment property by reinvesting proceeds into similar 'like-kind' property within specific timeframes.
How do DSTs work with 1031 exchanges?
Delaware Statutory Trusts provide pre-vetted replacement properties for 1031 exchanges, allowing investors to purchase fractional interests in institutional-grade real estate while meeting IRS requirements.
What investment options do you offer?
We offer diversified options including DST real estate investments, tax-efficient portfolios, and customized wealth management strategies tailored to high-net-worth individuals' specific needs.
How are you compensated?
We operate as a fee-only advisory firm with transparent pricing, charging asset management fees based on portfolio size without commissions or hidden costs.
What areas do you serve?
While based in Huntington, NY, we serve clients nationwide through our 24/7 client portal and virtual consultation capabilities for wealth management and 1031 exchange services.
How do you handle estate planning?
Our estate planning integrates with wealth management to create comprehensive strategies for intergenerational wealth transfer, including trusts, charitable giving, and business succession planning.
