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
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

Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
Wealth Planning

8 insights from long-lasting global business families

March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read Now
Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?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.