The Team

Safe Harbor Capital
Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients — and their families — through the process.Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

Henry Matheis

Henry Matheis

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

College of Financial Planning CFP Professional Education Program 1997, Graduate Studies Rochester Institute of Technology Marketing 1980-1986, Bachelor of Arts Accounting William Patterson College 1979

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Our Staff

Margaret Micca

Administrative Assistant