We decided to focus on our clients.
We formed Safe Harbor Solutions to put you, the client, first.
People make a place. A firm is only as strong as its commitment to customer service and to putting its clients’ needs above everything else — including personal profit. Our first concern is, and always has been, managing our clients’ wealth. That’s why we formed Safe Harbor Solutions.
Our leadership knows what matters.
Meet Jason Groth, president & founder.
Jason began his career in the financial services industry in 1997. Committed to his clients’ financial well-being, he ensures that they understand their options and that they are in a position to make well-informed decisions. His effectiveness as a communicator assures that his clients are constantly apprised of their financial situation. He empowers his clients by providing them with easy-to-understand information so that they no longer feel intimidated by the “financial maze” we live in today. Jason holds numerous licenses and has served as a Wealth Consultant for a wide range of individuals and entities, including but not limited to: athletes, municipalities, entertainers, local banks and large corporations.
Jason also serves his community through various service activities including the Polinsky Center for Children, American Diabetes Association, the Susan G. Komen Foundation, and was named Big Brother of the Year by Big Brothers Big Sisters of San Diego in 2010.
Jason began his career in the financial services industry in 1997. Committed to his clients’ financial well-being, he ensures that they understand their options and that they are in a position to make well-informed decisions. His effectiveness as a communicator assures that his clients are constantly apprised of their financial situation. He empowers his clients by providing them with easy-to-understand information so that they no longer feel intimidated by the “financial maze” we live in today. Jason holds numerous licenses and has served as a Wealth Consultant for a wide range of individuals and entities, including but not limited to: athletes, municipalities, entertainers, local banks and large corporations.
Jason also serves his community through various service activities including the Polinsky Center for Children, American Diabetes Association, the Susan G. Komen Foundation, and was named Big Brother of the Year by Big Brothers Big Sisters of San Diego in 2010.
Meet Mike Wienandt, Wealth Preservation Consultant and IT Manager
With more than 25 years experience in financial services – on top of the discipline, integrity, and focus learned while serving as a Navy Officer – Michael is committed to helping his clients. His understanding of investments and financial markets has been built from his extensive experiences acquired at such firms as Morgan Stanley
and Paine Webber. His investment focus includes not only building wealth for working professionals, families and younger clients, but primarily helping retirees transition to the distribution phase of their investing lives.
Michael received his Bachelor’s in Economics from the University of California, Los Angeles in 1981 where he
participated in Navy ROTC and was Captain of the lacrosse team for the University. Prior to entering the
financial industry in 1992, he served as an officer in the United States Navy, and worked for such well-known
and respected companies as AH Robbins, Del Monte Foods and GE Medical Systems. His various professional
licenses include Series 7, 31, 63 and 65. He also holds California Insurance Licenses for Variable and Life
Products.
When not in the office, Michael is deeply involved at the Rock Church serving as a hospitality ministry leader,
golf, road cycling, hitting the gym, hiking and generally being active and outdoors. He has served as event
chairperson for the fall fundraiser for Canine Companions for Independence as well as raising a service dog for
the organization and regularly participates in local charity fundraisers and golf tournaments. He is an avid reader
as well as a music and cinema buff.
With more than 25 years experience in financial services – on top of the discipline, integrity, and focus learned while serving as a Navy Officer – Michael is committed to helping his clients. His understanding of investments and financial markets has been built from his extensive experiences acquired at such firms as Morgan Stanley
and Paine Webber. His investment focus includes not only building wealth for working professionals, families and younger clients, but primarily helping retirees transition to the distribution phase of their investing lives.
Michael received his Bachelor’s in Economics from the University of California, Los Angeles in 1981 where he
participated in Navy ROTC and was Captain of the lacrosse team for the University. Prior to entering the
financial industry in 1992, he served as an officer in the United States Navy, and worked for such well-known
and respected companies as AH Robbins, Del Monte Foods and GE Medical Systems. His various professional
licenses include Series 7, 31, 63 and 65. He also holds California Insurance Licenses for Variable and Life
Products.
When not in the office, Michael is deeply involved at the Rock Church serving as a hospitality ministry leader,
golf, road cycling, hitting the gym, hiking and generally being active and outdoors. He has served as event
chairperson for the fall fundraiser for Canine Companions for Independence as well as raising a service dog for
the organization and regularly participates in local charity fundraisers and golf tournaments. He is an avid reader
as well as a music and cinema buff.
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