A complete list of active advisors currently associated with Safe Future Wealth Partners LLC
Warmer can help you find a great advisor at Safe Future Wealth Partners LLC or one who fits your needs even better.
Safe Future Wealth Partners primarily serves individual clients and offers financial planning at no additional fee, helping with goals-based strategies, estate organization, and “what‑if” scenario planning. Rather than directly selecting or trading individual securities for clients, the firm refers clients to third‑party investment advisers (TPIAs) to implement portfolio management under separate agreements. The firm’s operating model centers on evaluating and recommending TPIAs and model allocations tailored to client objectives; clients sign advisory agreements with those TPIAs, which typically assume discretionary trading authority. Safe Future Wealth Partners does not bill clients directly for asset management and discloses that fees for managed accounts are charged and deducted by the selected TPIA, with the firm receiving a negotiated share of those fees. Noteworthy differences from many peers include an ownership affiliation with an insurance agency and advisory personnel who are licensed to sell insurance and may earn commission‑based compensation, a potential conflict the brochure discloses and discusses. The firm’s regulatory disclosures also record prior insurance‑related disciplinary events involving firm personnel (including temporary license suspensions, a regulatory stipulation with fines, and an out‑of‑state license suspension), items the brochure highlights for prospective clients.
To learn more about the advisors currently working at Safe Future Wealth Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Edgewood, TX
| 1
| |
Novi, MI
| 9
| |
Novi, MI
| 3
|
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