Who We Are
Safe Harbor Group is a multi-state advisory firm helping families and businesses protect assets, reduce tax exposure, and build long-term financial security. Licensed in New York, New Jersey, Delaware, and Maryland, we combine estate planning, insurance, and real estate expertise into one streamlined experience.
Our Mission
Our mission is to deliver clear, compliant, and forward-thinking strategies that help clients safeguard their wealth and navigate life's most important financial decisions.
What We Do
Estate & Legacy Planning: Multi-state guidance, trust strategies, and tax-efficient wealth transfer.
Life & Health Insurance: Customized protection plans for families, professionals, and business owners.
Real Estate Advisory: Estate-related transactions, property planning, and licensed brokerage services.
Digital Client Experience: Streamlined intake, virtual consultations, and secure remote online notarization.
Our Approach
We blend regulatory expertise with modern technology to deliver a seamless, client-first experience. Every plan is built with clarity, compliance, and long-term stability in mind.
"Safe Harbor Group provided exceptional guidance and support. Their expertise in real estate and estate planning was invaluable!"
- A Satisfied Client