Safe Harbor Wealth Management, Inc.
Contact Information
-
Address
672 Commons Way, Lakewood, NJ -
Phone
(732) 364-2045 -
Website
safeharborwealthmanagement.com -
Facebook page
facebook.com/safeharborwealthmanagement
Location
About Safe Harbor Wealth Management, Inc.
Safe Harbor Wealth Management, Inc. is a wealth management firm in Lakewood, NJ. They specialize in comprehensive planning and proactive investment processes to help reduce financial stress for their clients, offering services such as portfolio management, wealth planning, and risk management. With a perfect 5.00 rating, Safe Harbor serves a diverse clientele ranging from young professionals starting out to seasoned investors looking to optimize their portfolios.
Safe Harbor Wealth Management is co-founded by Patrick Hurley and Julie Brangenberg, who bring over 30 years of combined investment experience. Their mission is to help clients visualize and pursue life's greatest goals through comprehensive planning and proactive investment strategies. They offer a state-of-the-art comprehensive planning platform for retirement, college, or long-term care planning, as well as real-time investment results and budget tracking via custom client websites.
Safe Harbor Wealth Management has an exceptionally well-optimized website that search engines read cleanly, making it easy to find and navigate through their services online. This ensures clients can access relevant information efficiently and stay informed about their financial plans.
In Lakewood, NJ, Safe Harbor Wealth Management stands out for its commitment to providing personalized wealth management solutions tailored to each client's unique needs, ensuring a more enjoyable life through reduced financial stress.
Score Summary
BizScoreAI scanned the website safeharborwealthmanagement.com on June 10, 2026. Safe Harbor Wealth Management, Inc. has a BizScore of 57 out of 100.
- AI Visibility42 out of 100
- SEO73 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 0 of 25 points, Structured Data 3 of 25 points, Content Readiness 24 of 30 points, AI Trust Signals 15 of 20 points.
Website audit sub-scores (out of 100): On-Page 73, Technical 85, Performance 57, Content 63.
Strengths: 7 checks passed. AI Content Blocking, Rich Schema Types, Q&A Content, AI-Parseable Headings, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 5 checks. llms.txt (failed), FAQPage Schema (failed), Organization Schema (warning), Speakable Schema (warning), Author Signals (warning).
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AI engine reads
Read by AI engines 1 time in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business