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Curtis Purington

Personal Finance, Retirement, Investing
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“Curtis Purington is a fee-only fiduciary financial adviser. ”
Firm:

Safe Harbor Wealth

Job Title:

Owner

Biography:

Safe Harbor Wealth is a fee-only fiduciary financial adviser. ​

We serve investors who seek ​long term growth of capital.

We focus on well-performing investments. 

We monitor our clients' investments daily. 

​We avoid funds and other packaged products so we can know where our clients' money is invested.

​We are not part of any bank, brokerage or insurance company and have no influence from commissions, bonuses, contests or sales quotas. 

​We are fee-only and act under thestrict ​fiduciary standard of care.

​Our only incentive is to create value for our investors.

$100,000 minimum.



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Most Helpful
    Investing, ETFs, Stocks
Is it better to invest in stocks individually or in an ETF which covers all the stocks in which I want to invest?
100% of people found this answer helpful

Packaged investment products (mutual funds, etfs, index funds, annuities, robo-advisors, etc.) can be like processed foods:  they may contain things that are not good for you.

They can be laden with excessive fees, expenses and poorly performing investments.

Insist that your adviser explain what fees and expenses you are paying and what value you are receiving for them. 
Have them disclose every investment they have your money in, including through all packaged investment products.


Make them explain why their investment decision was in your best interest.

Know where your money is, why it is there, and why it is best for you.

Safe Harbor Wealth

November 2018
    Mutual Funds
What is the minimum amount of money that I can invest in a mutual fund?
100% of people found this answer helpful
August 2017
    College Tuition
Is it legal to invest my student loan money?
100% of people found this answer helpful
August 2017
    Social Security, Real Estate
How should my unemployed, 53-year-old family member who has money from the sale of her home invest her money given that she has health conditions that may limit her ability to work in the future?
83% of people found this answer helpful
November 2018
    Investing
What is the best way to invest $200,000 at 75 years old to get back income of $1,500 per month?
67% of people found this answer helpful
October 2018