Our Business Mission
Bringing clarity to important retirement decisions.
- What is a holistic advisor?
- Our holistic financial services
You don’t need to feel alone when it comes to understanding your retirement decisions.
We See Your Potential, We Invest in Your Future
Who Is SMG?
SafeHarbor Management Group (SMG) is a full-service insurance and wealth management agency dedicated to providing strategies in the areas of healthcare and wealth management for individuals and businesses.
Be a part of our diverse family
SMG has been protecting individuals, families, and business owners’ most valuable assets, their health, and their wealth. Come find out why thousands of people prefer to do business with us. Our strategies, friendly staff, responsive customer service team are just a few things that set us apart from the rest.