Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State

Stephen K Davis


Safe Harbor Asset Management

Huntington, New York

Professional Profile

Call Me When

Call Me When... You are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.

Contact Method

Email or call


  • Wealth Manager
  • Professional Certifications

    Functional Expertise

  • Charitable giving
  • Finance
  • Real estate
  • Retirement
  • Exit/Transition Planning
  • Business Focus

    Tax mitigation strategies

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Real Estate/Construction
  • Client Results



    Member Since

    Member for 3 years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX