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

How to pass down the family vacation home

June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Markets

Is deal activity on the rise? 3 signs we see now

June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Real Estate

Your guide to buying a home

June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.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.