Investment advisors are required to register with the SEC and acquire an ADV Form.
It is similar to having a background check for your financial advisor.
Safran Wealth Advisors is a registered investment advisor with the U.S. Securities and Exchange Commission.
As such, we provide a PDF copy to our Clients for their review.
Safran Wealth Advisors is a wealth management firm, providing integrated financial planning and investment advisory services. We recognize each client is unique, and we work closely with our clients to understand their personal life goals and values as well as financial objectives.
By having a thorough understanding of our clients’ lives and their future goals, we help accomplish what is important to them.
We help our clients
Develop financial independence.
Plan for life transition and specific needs.
Grow wealth through long term portfolio management strategies.
Evaluate and minimize tax exposure through tax planning.
Evaluate and establish retirement plans.
Create retirement distribution strategies.
Measure risk exposures and recommend solutions.
Develop an estate plan to make sure family needs and financial goals are met.
We believe that our clients are best served by broadly diversified portfolios with low expense rations. Our investment recommendations are not limited to a specific product and will generally include advice on mutual funds, exchange listed securities, exchange traded funds (ETF’s), individual fixed income securities, and other investment products.
Safran Wealth Advisors does not act as a custodian of client assets. We have chosen to use Charles Schwab & Co., an independent qualified custodian for the safety of our client’s funds. The custodian provides separate monthly or quarterly statements directly to our clients, detailing their account holdings. Erika Safran, CFP is 100% stockholder.