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
2024 • 2023 • 2022 • 2021
Top Women Wealth Advisors Best-In State
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.
We strongly believe in providing holistic financial guidance to our clients, and 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 a client's 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 are also applied to client service–we are determined to provide a greater level of attention, including prompt responses to questions and problems. We believe in complete transparency, ensuring that you understand fee structures, and why, how and where you are invested.

Meet Our Team

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.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.