Turn Your Financial Dreams Into a Winning Reality
Smart investing. Tax-savvy strategies. More money in your pocket where it belongs.
The SafeWater Difference
Grow Your Wealth Effortlessly
Watch your money work harder while you work less. Our strategic approach lets your nest egg grow steadily in the background—without you having to become a financial expert.
A Clear Roadmap to Your Goals
No more wondering "Am I on track?" Get a crystal-clear picture of exactly where you stand and what steps will get you where you want to go.
Gain A True Financial Partner
Experience what it's like to have someone genuinely invested in your success. We celebrate your wins, help you navigate challenges, and adjust your plan as your life evolves.
Don't Just Take Our Word For It...
Max
Atlanta, GA
SafeWater has been a total game-changer for my finances. They’ve helped me grow my portfolio with smart, well-timed advice, and they bring a calm, steady presence that’s given me real piece of mind.
Karyn
Greensboro, GA
Working with SafeWater Investments has been both reassuring and refreshingly personal. Their team not only brings deep expertise but also genuinely listens—taking into account our goals, lifestyle, and what really matters to us.
Desiree
San Francisco, CA
SafeWater’s personalized approach and clear communication have made us feel secure and well-informed every step of the way. This has helped us feel confident that our financial plan and investments are in a good place.
Frequently Asked Questions
How do I know if professional advice is right for me?
SafeWater’s strategies and planning process may be a good fit for you if:
• You want proven strategies to save for things like: funding your retirement, saving for future education expenses, or buying a home.
• You have questions about how to invest.
• You don’t enjoy making investment decisions or you’d rather spend your time doing other things. (You want someone to keep an eye on your investments & retirement accounts for you.)
• You find it difficult to stick to a long-term plan or you often react negatively to market volatility.
• You’re about to make complex financial decisions (Social Security timing, health care funding, or withdrawing retirement savings in retirement) and want help making these decisions.
• You believe in the power of diversification and a long-term view.
Why should I pay for financial advice?
You’ll be working with a well respected investment manager, researcher and planner that has developed a deep expertise in all areas of investing.
You’ll get access to the best thinking, along with a customized plan based on your personal goals that applies our proven strategies to your situation. On top of that, we’re ready to help when you need it most- in person, by phone, email, or video chat.
What can I expect initially?
First, you’ll fill us in on some information (things like your needs and goals, including a timeline for each, and information on your current assets). Then you’ll set up a time to speak to us. We will get to know you, answer any questions you have, and make sure we have everything we need to build your customized financial plan.
Once your preliminary plan is created (within a couple weeks), you’ll meet with us again to review our findings. At that time, you can decide whether working with us, and the service are a good fit for you—with no upfront costs or obligations.
Can I be a successful investor without an advisor?
We believe that successful investing can be simpler than many people think, but decades of experience have taught us that not everyone is as passionate about investing as we are—and that’s okay.
For people who aren’t as interested in creating and monitoring an in-depth financial plan (or delving into the nuances of asset allocation, rebalancing, taxes, and goal prioritization), we’re here to help. We also believe that talking to an advisor can be helpful if things get a bit stormy, whether it’s in the market or your personal life.
How do I know you will focus on my best interests?
Focusing on our clients’ best interests is what SafeWater was built on. We were founded on the mission to take a stand for investors to help give them the best possible chance for success.
SafeWater is held to fiduciary standards under applicable regulations. (Meaning our advisors are required to always act in your best interests.) Also, we don’t receive commissions.
What are the requirements to work with SafeWater?
• You maintain a permanent residence in one of the 50 U.S. states, the District of Columbia, or the U.S. Virgin Islands.
• You are looking for a financial planning partner who will create a custom plan.
• We do not work with self-directed investors, only those who require assistance with planning and investing.
How do I get started?
You can get started by calling or emailing us. Be ready to tell us about your investment objectives for funding your retirement, saving for college, paying off debt, buying a home, or other goals, and a timeline for each one. We’ll also need an estimate of your income and spending needs, as well as information on any assets or income (including an approximation of your expected Social Security benefits). Then we’ll schedule a time to meet in person, when it’s convenient for you!