The Turner Safaei Group

"The Turner Safaei Group provides comprehensive wealth and portfolio management services to high-net-worth individuals, affluent families, corporate executives and entrepreneurs."

Awards and Industry Recognition

Working Mother

Top Wealth Advisor Moms
2019 • 2018

Forbes

Top Next-Gen Wealth Advisors
2019 • 2018 • 2017
Top Next-Gen Wealth Advisors Best-in-State
2019
Top Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022 • 2021
Top Women Wealth Advisors Best-In State
2025 • 2023 • 2022
About The Turner Safaei Group

Welcome

The Turner Safaei Group provides comprehensive wealth and portfolio management services to high-net-worth individuals, affluent families, corporate executives and entrepreneurs. We view wealth management from a multigenerational perspective. As a seasoned team, we work with a select number of clients to construct asset allocation models and develop tailored strategies that seek to preserve wealth over the course of many lifetimes.
Our group believes strongly in providing holistic financial guidance. We are fully dedicated to helping you pursue your objectives and educating you and your children on a range of financial matters.
Each relationship begins with an informative process, to understand the big picture of your financial life—aspirations, objectives, tolerance for risk and liquidity needs. We examine both sides of the balance sheet and work closely with your outside advisors, including CPAs, attorneys and tax professionals to pursue your financial goals.
Our enthusiasm and thoroughness is also applied to client service. We are determined to provide a greater level of attention, including prompt responses to questions and problems.

Meet Our Team

Insights

Family Legacy

Insight 1: Build and sustain a “great” extended family

July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Markets

Defying the tariff drag: 3 reasons markets are moving forward

July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Retirement

Capitalizing on the tax-deferral advantage of a variable annuity

July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.