Safe Harbor Solutions

IS IT TIME TO DROP ANCHOR AND MAP OUT YOUR FINANCIAL FUTURE?

Meet the professionals at
Safe Harbor Solutions

Jason Groth, CFF

Certified Financial Fiduciary
President & Founder

 

Jason has over 27 years of experience in the financial services industry. 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.


To best assist and advise them, Jason holds numerous licenses and designations to stay abreast of the constantly evolving financial landscape. He has served as a Certified Financial Fiduciary for large corporations, many local banks, credit unions, and municipalities handling their financial planning needs.


His areas of specialty include:

  1. Creating and growing wealth safely
  2. Protecting and preserving life savings
  3. Planning retirement distributions with the least taxes
  4. Protecting your family’s wealth from going to the IRS


Giving back to the community and helping it grow and develop is an important mission for Jason. He donates his time to various charitable organizations and service activities including the Polinsky Center for Children, The Irreverent Warrior Foundation, the American Foundation for Suicide Prevention, and was named Big Brother of the Year by Big Brothers Big Sisters of San Diego in 2010.


Photo of Jason Groth

Areas of Specialty

His areas of specialty include:


  • Creating and growing wealth
  • Protecting and preserving life savings
  • Planning retirement distributions with the least taxes
  • Protecting your family’s wealth from going to the IRS


Giving back to the community and helping it grow and develop is an important mission for Jason. He donates his time to various charitable organizations and service activities including the Polinsky Center for Children, The Irreverent Warrior Foundation, and the American Foundation for Suicide Prevention. He was named Big Brother of the Year by Big Brothers Big Sisters of San Diego in 2010.

Mike Wienandt​

Wealth Preservation Consultant

IT Manager​

Photo of Mike Wienandt

With more than 30 years of 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.
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When not in the office, Michael is deeply involved at the Rock Church serving as a hospitality ministry leader. He golfs, road cycles, hits the gym, hikes, and enjoys being active and outdoors. He has served as the event chairperson for the fall fundraiser for Canine Companions for Independence, raised a service dog for the organization, and regularly participates in other local charity fundraisers and golf tournaments. He is an avid reader as well as a music and cinema buff.

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