Chad M. White CIMA®, AIF®
- Financial Services & Investment
Safe Harbor Wealth Management, Inc.
672 Commons Way Toms River, NJ 0875
Phone: 732-364-2045 | Fax: 732-608-6621
Website: https://safeharborwm.com/ | Email: chad@safeharborwm.com
Retirement planning, wealth management, investment management, and financial advisor services in Toms River, NJ. Safe Harbor Wealth Management helps individuals and families throughout Ocean County, Monmouth County, and New Jersey understand Social Security claiming strategies, retirement income planning, IRA distribution guidance, Roth IRA conversions, and tax-aware retirement planning. We take an educational approach to help clients make informed financial decisions based on their goals and circumstances. Schedule a consultation to discuss your retirement planning and long-term financial strategy.
Chad White, CIMA®, AIF® is the Founder and President of Safe Harbor Wealth Management, Inc. Chad has 20 years’ experience as a Financial Advisor. He devotes his time to understanding his clients’ needs and implementing investment strategies to pursue their financial goals. Chad holds security registrations 6, 7, 24, 63, and 65.
Securities and advisory services offered through Commonwealth Financial Network® Member FINRA/PIPC, a Registered Investment Adviser.
