What services does SafeWater Investment Management offer?
SafeWater Investment Management provides a full range of wealth management and financial planning services. This includes investment management, retirement planning, estate planning, income strategies, and lending solutions. Our goal is to offer tailored financial strategies that align with each client’s unique goals while maintaining a disciplined and proactive approach to wealth growth and protection.
How is SafeWater different from other wealth management firms?
Unlike large institutions, SafeWater operates as a boutique firm focused on personalized service. Founded by former Division 1 athletes, our approach emphasizes discipline, focus, and collaboration. We combine institutional-level financial expertise with a genuine commitment to understanding our clients’ needs, ensuring each client receives strategies that are both sophisticated and individually tailored.
Who are the founders of SafeWater Investment Management?
SafeWater was founded in late 2023 by Owen Blank and Craig Jennings, former Division 1 athletes and teammates at the University of Georgia Swimming and Diving team. Both had successful careers at major financial institutions before creating SafeWater, with the mission of blending athletic discipline and teamwork with professional financial expertise to deliver exceptional client outcomes.
How do I schedule a consultation with SafeWater?
Scheduling a consultation is simple and convenient through our website. Clients can book a one-on-one appointment directly using our online booking form. During the consultation, we discuss your financial goals, review your current portfolio or planning needs, and outline potential strategies designed to achieve your objectives effectively and confidently.
What makes SafeWater’s approach to financial planning unique?
Our approach is rooted in the principles that guided our founders as athletes: discipline, focus, consistency, and performing under pressure. We apply these principles to financial planning by creating structured, well-researched strategies, maintaining clear communication, and continuously monitoring progress. This ensures that every decision is made with care and aligned with your long-term financial success.
Does SafeWater provide services for both individuals and businesses?
Yes, SafeWater works with both individual clients and business owners. For individuals, we focus on retirement planning, investment management, estate documents, and income strategies. For business clients, we provide guidance on wealth management, lending solutions, and strategic planning to help protect and grow their assets while aligning with their broader business goals.
How does SafeWater ensure the security and confidentiality of client information?
Protecting our clients’ sensitive information is a top priority. SafeWater implements strict security protocols and follows industry best practices for data protection. All communications, documents, and financial details are handled confidentially. We also regularly review our security measures to ensure that client data remains secure and private at all times.