Safir Investments

At Safir Wealth Advisors, LLC, we provide a holistic and multidisciplinary approach to wealth management. Our mission is to guide you and your family through all the financial decisions in life, instilling confidence in your financial security. We plan for your long-term financial health, crafting a comprehensive strategy that aligns your wealth with your family's financial goals and aspirations. Our services are designed to meet the unique needs of high-net-worth individuals and affluent families, focusing on investment management, financial planning, and ongoing support.

Our Philosophy

We believe financial planning is an ongoing conversation, an exploration of the possibilities your financial resources offer you and your family. We leverage our experience and industry expertise, our fluency with advanced technology, and our commitment to cultivating strong and lasting client relationships. Our goal is to function as your family's CFO, providing the level of customized service and attention you need to stay informed and on track. We engage directly with your CPAs, attorneys, and other advisors as a team to efficiently manage the planning and investment management process.

Expertise

Our team is comprised of experienced professionals with a deep understanding of the financial services industry. Edwin T. Safir, Principal and Private Wealth Advisor, has over five decades of industry experience, focusing on investment advisory and portfolio construction. Andrew M. Safir, CFP, CIMA, CPWA, Principal and Private Wealth Advisor, works closely with clients on their most important financial planning goals, incorporating aspects of investment management and risk management. Our professional resources are matched by a mindset that constantly strives for excellence, valuing hard work, integrity, and responsiveness.

Guidance

We offer comprehensive guidance on a wide range of financial planning and investment management needs, including investment strategies, retirement planning, estate planning, and tax planning. Our expertise and experience enable us to provide objective, professional advice, ensuring that your financial decisions are informed and aligned with your goals.