Insights

Niche Market Focus Safir Wealth Advisors specializes in serving high-net-worth individuals and families, presenting an opportunity to offer tailored financial technology solutions and premium investment services that cater to their specific wealth management needs.

Growing Revenue Base With annual revenues estimated between 1 million and 10 million dollars, the company demonstrates a solid financial foundation, suggesting potential for expanding service offerings and integrating advanced financial planning tools.

Technology Adoption Utilizing cloud and modern web technologies such as AWS and Node.js indicates a tech-savvy approach, making them receptive to innovative digital solutions, customer engagement platforms, and enhanced data security services.

Personalized Service Model With a focus on clarity and responsive, long-term client partnerships, there is an opportunity to introduce customer relationship management (CRM) systems and personalized communications to further strengthen client loyalty.

Market Expansion Potential Positioned in a region with access to major financial hubs and competitors, Safir Wealth Advisors could benefit from marketing strategies that highlight local expertise and boutique service traits to attract high-net-worth clients seeking personalized wealth management.

Safir Wealth Advisors Tech Stack

Safir Wealth Advisors uses 8 technology products and services including Calendly, Amazon Web Services, Cloudflare CDN, and more. Explore Safir Wealth Advisors's tech stack below.

  • Calendly
    Appointment Scheduling
  • Amazon Web Services
    Cloud Hosting
  • Cloudflare CDN
    Content Delivery Network
  • FMG Suite
    Content Marketing
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Node.js
    Programming Languages
  • HSTS
    Security

Media & News

Safir Wealth Advisors's Email Address Formats

Safir Wealth Advisors uses at least 1 format(s):
Safir Wealth Advisors Email FormatsExamplePercentage
First.Last@safiradvisors.comJohn.Doe@safiradvisors.com
50%
First@safiradvisors.comJohn@safiradvisors.com
50%

Frequently Asked Questions

Where is Safir Wealth Advisors's headquarters located?

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Safir Wealth Advisors's main headquarters is located at Greenland, New Hampshire 03840 United States. The company has employees across 1 continents, including North America.

What is Safir Wealth Advisors's official website and social media links?

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Safir Wealth Advisors's official website is safiradvisors.com and has social profiles on LinkedIn.

What is Safir Wealth Advisors's NAICS code?

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Safir Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Safir Wealth Advisors have currently?

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As of December 2025, Safir Wealth Advisors has approximately 1 employees across 1 continents, including North America. Key team members include Principal: E. S.Private Wealth Advisor: A. S.. Explore Safir Wealth Advisors's employee directory with LeadIQ.

What industry does Safir Wealth Advisors belong to?

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Safir Wealth Advisors operates in the Financial Services industry.

What technology does Safir Wealth Advisors use?

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Safir Wealth Advisors's tech stack includes CalendlyAmazon Web ServicesCloudflare CDNFMG SuiteFont AwesomeJSON-LDNode.jsHSTS.

What is Safir Wealth Advisors's email format?

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Safir Wealth Advisors's email format typically follows the pattern of First.Last@safiradvisors.com. Find more Safir Wealth Advisors email formats with LeadIQ.

When was Safir Wealth Advisors founded?

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Safir Wealth Advisors was founded in 2017.
Safir Wealth Advisors logo

Safir Wealth Advisors

Financial ServicesNew Hampshire, United States0-1 Employees

Safir Wealth Advisors is a small financial services firm based in Greenland, New Hampshire. It specializes in retirement, tax, and legacy planning for high-net-worth individuals and families. The firm operates as a Registered Investment Advisor, with disclosures available on its website. The approach prioritizes clarity and responsiveness as it pursues a long-term partnership, working closely with clients to develop strategies that reflect their financial goals and personal values. This focus situates the firm in the retirement and wealth planning segment of the financial services industry.

Section iconCompany Overview

Headquarters
Greenland, New Hampshire 03840 United States
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Safir Wealth Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Safir Wealth Advisors's revenue is estimated to be in the range of $1M$10M

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