Chad M. White
Safe Harbor Wealth Management, Inc.
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: No minimum required
Title: Investment Advisor
Offering advice since: 1995
Areas of expertise:
- Portfolio Management
- Retirement Planning
Further information about Chad M. White:
My focus is on our clients investments, we use a proprietary system that tracks supply and demand in the market helping us to determine whether asset preservation or wealth accumulation should be implemented.
I sit down with you one-on-one every quarter to review your portfolio and make sure it's on target.
Unlike providers that promote specific products and earn commission based on what they sell, at Safe Harbor I offer truly objective financial guidance on a fee basis through our affiliation with LPL Financial.
Compensation and Fee Structures:
Fee based on assets.
Licenses, Certifications & Affiliations:
CIMA(R) , AIF(R)
Affiliated with Investment Managers Consultants Association, and The Center for Fiduciary Studies
Education:
Raritan Valley College Graduate
Will provide references upon request?
Yes
Further information about Safe Harbor Wealth Management, Inc.:
(Size of firm: 0-9 advisors)
We have 2 Investment Advisors and 2 full time office staff.
Contact Information for Chad M. White
Phone: 732-364-2045
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Address for Chad M. White:
1200 River Avenue
Suite 9i
Lakewood, NJ, 08701
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