About Us
Look, we get it. You've spent years building something meaningful. Your family depends on you. The last thing you need is someone selling you insurance products that don't actually fit your life. That's why we started Preserve Safe Harbor. We work with people like you — folks who've got real wealth, real responsibilities, and real questions about protecting it all. Our job? Making sure your financial legacy stays exactly where it belongs. In your family's hands, not scattered across tax bills or legal complications.
Over time, we’ve built a reputation for reliability, quality, and clear communication. We treat each project as a partnership and aim for outcomes that last.
Meet Our Team
The people behind Preserve Safe Harbor
We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.
Sarah Chen
Founder & Lead Strategist
Started Preserve Safe Harbor after 8 years at a corporate insurance firm. She got tired of watching smart people get bad advice. Sarah's specialty: helping business owners understand what they actually need coverage-wise. Has an MBA from Bucharest University.
Michael Popescu
Founder & Wealth Protection Specialist
Co-founded the company with Sarah and focuses on estate and family wealth protection. He's worked with 64 high-net-worth clients over the past decade. Michael understands tax implications better than most CPAs. Also annoyingly good at explaining compound interest.
Elena Martens
Client Advisor
Joined the team in 2018 and quickly became the person clients ask for by name. She speaks four languages and has a talent for making insurance conversations feel less like dental work. Elena handles everything from initial consultations to ongoing adjustments.
Our Mission
We protect what you've built by creating insurance strategies that actually make sense. No fluff, no unnecessary policies, just smart planning that keeps your family secure and your wealth intact when it matters most.
Our Vision
A world where wealthy families sleep better at night knowing their assets are protected by people who actually understand their situation. That's the harbor we're building.
Our Story
Sarah and Michael started Preserve Safe Harbor back in 2011 after watching too many successful people get blindsided by tax complications. They were insurance advisors working at bigger firms—frustrated that clients were getting generic solutions instead of personalized strategies. So they quit. Rented an office (pretty small one, honestly) and decided to do things differently. Thirteen years later, we've helped 127 families navigate some seriously complex situations. We're still small. We're still picky about who we work with. And we still believe that real relationships matter more than big commissions.
Company founded with a team of 3 passionate professionals
Expanded services and reached 500+ satisfied customers
Opened new headquarters and doubled our team size
Celebrated serving over 2,000 clients with 98% satisfaction rate
Why Choose Us
Experienced Team
Our professionals have decades of combined experience. We've seen it all and know how to handle any challenge.
Quality Guaranteed
We stand behind our work with comprehensive guarantees. If you're not satisfied, we'll make it right.
Fair Pricing
Transparent, competitive pricing with no hidden fees. You'll always know exactly what you're paying for.
Proven Results
Thousands of satisfied customers and a track record of successful projects speak for themselves.
Our Approach
Our approach combines proven methods with modern tools. We start with discovery, align on goals, plan clearly, and execute with quality checks at every step.
Our Core Values
The principles that guide everything we do
Transparency First
We tell you what you actually need. Not what earns us the highest commission. Sometimes that means recommending less insurance, not more. You'll always know what something costs and why we're suggesting it.
Your Situation Is Unique
There's no template here. A doctor earning $400k has different risks than a business owner. A widow managing inherited wealth needs something totally different. We build plans around your actual life, not generic categories.
Long-Term Thinking
Insurance shouldn't be something you buy and forget. We check in regularly, adjust as your life changes, and make sure everything still protects what matters. We're thinking about your family's future, not just this quarter's sales numbers.
Complexity Made Simple
Tax code is complicated. Wealth transfer rules are messy. But explanations don't need to be. We break down the hard stuff into something you can actually understand and act on with confidence.