Broker Check
Boston harbor, Massachusetts

Retire with Confidence.
Live with Purpose.
Guided by a Trusted Partner.

Preserve your wealth, create reliable income, minimize taxes, and build a lasting legacy. Our expertise simplifies complex financial decisions and provides clear, actionable strategies tailored to your retirement goals.

Preserve Wealth


Create Income


Minimize Taxes


Lasting Legacy


Safir wealth Advisors
We Are Retirement Experts.

We help successful individuals turn decades of hard work into a secure, tax-efficient retirement. Our advice is personalized, strategic, and actionable. We partner with Fidelity Investments® to ensure secure, high-quality custodianship of client assets. Our credentials, fiduciary commitment, and deep client relationships set us apart.

Our Clients Are:

Retired, or planning to retire within the next 5 years


Learn more

Diligent savers with at least $2.5 million in investable assets


Learn more

Individuals who value integrity and mutual respect


Learn more

Seeking expert advice on navigating their next chapter


Learn more

Certifications 
Expertise You Can Trust. Credentials That Set Us Apart.

CFP Logo
Learn more
Certified Investment Management Analyst Logo
Learn more
Certified Private Wealth Advisor Logo
Learn more

Services
Comprehensive Financial Guidance

We provide coordinated guidance across all areas of your financial life. Our goal is to simplify complexity, help you make confident decisions, and keep your plan on track as life evolves.

Portfolio Management


Income Tax Planning


Collaborative Estate Planning


Social Security Strategy


Real Estate Guidance


Navigating Inheritance


Charitable Giving


Change Management


Services

Process
A Deliberate Approach
to a Lasting Partnership

Get Started

Introductory Call 

A brief conversation designed to ensure that your needs align with our expertise.


Discovery Meeting

An in-depth conversation guided by your financial documents and focused on your priorities, concerns, and vision for retirement.


Personalized Assessment

Our initial recommendations across key areas of your financial life will give you a clear sense of our approach and the value we offer.


Consider and Commit

We encourage you to take your time before deciding to engage our firm. After all, our goal is to be the last advisor you will ever need.

FAqs
Frequently Asked Questions

We understand that choosing an advisor to guide you through retirement is an important decision. Here are answers to some of the most common questions we receive from prospective clients.

Explore All Questions

  • We serve high-net-worth individuals and families, accepting new engagements with a minimum of $2.5 million in investable assets. Many of our clients have a net worth in excess of $5 million and are looking for experienced, strategic guidance as they navigate retirement and plan for their legacy.

  • Our work goes well beyond portfolio management. We provide integrated advice on retirement income planning, tax strategy, estate and legacy planning, charitable giving, and coordination with your other advisors.

  • We build tax-efficient withdrawal strategies that align with your goals and evolving lifestyle needs. We pair this distribution strategy with other forms of income including Social Security and pensions. Our goal is to create sustainable income to fund your lifestyle while preserving long-term wealth.

  • We believe in a disciplined, long-term approach rooted in evidence-based investing. Portfolios are tailored to each client’s needs using primarily low-cost index funds and are proactively managed to stay aligned with their goals.

  • We are a fee-only firm, which means that the only compensation we receive comes directly from our clients (never from commissions, product sales, or third-party incentives). We believe this model offers the highest level of transparency and objectivity, minimizing conflicts of interest and reinforcing our fiduciary commitment to always act in your best interest.

  • We deliberately serve a limited number of clients so we can be responsive, thorough, and fully engaged. Our advanced credentials, fiduciary commitment, and deep client relationships set us apart.

Safir Wealth Advisors, LLC
Serving national clients virtually. 
Based in Seacoast New Hampshire.

Schedule a Meeting