SafeWater Investment Management Celebrates Two-Year Milestone, Reflecting Steady Growth and a Disciplined Planning Approach
Globenewswire·2026-01-01 23:17

Company Overview - SafeWater Investment Management is a full-service financial planning and wealth management firm founded in 2023, focusing on affluent families through a disciplined, process-based approach [13] - The firm provides integrated services including financial planning, investment management, retirement and income planning, securities-based lending, and estate and succession planning [4][13] Founders and Vision - Founded by Owen Blank and Craig Jennings, SafeWater was established to address the need for personalized, relationship-driven planning supported by institutional-level expertise [3] - The founders' backgrounds in large financial institutions led them to create a boutique firm that delivers comprehensive planning without the limitations of larger advisory platforms [3] Growth and Client Engagement - SafeWater has experienced steady growth over its two years, expanding its client base and advisory capabilities while maintaining a disciplined approach to wealth management [1][5] - The firm emphasizes building long-term client relationships and comprehensive wealth planning, supporting clients through market volatility [5][6] Corporate Culture and Approach - The corporate culture at SafeWater reflects discipline, resilience, and teamwork, influenced by the founders' experiences as athletes [8] - The firm's process-oriented approach integrates multiple disciplines within a unified framework, helping clients make informed decisions in areas such as retirement planning, tax strategies, investment optimization, and legacy preservation [9] Future Commitments - As SafeWater enters its third year, the firm plans to continue refining its advisory processes and expanding planning depth while maintaining personalized service [10] - The firm views its two-year anniversary as a marker of ongoing commitment to the families it serves, focusing on thoughtful, customized planning for long-term financial resilience [11]