• Services Banner Final

Financial Investment Services 

Are you looking for an experienced financial investment management company to manage your portfolio safely? Are you tired of high commission fees and cookie-cutter investment models with little or no return? The Safe Money Manager is the company for you. Gerry James is one of the leading Financial Advisors in the industry. Gerry is committed to maximizing investment returns and eliminating losses for his clients.  

Retirement Planning

Plan for a safe and secure retirement through guaranteed returns with no losses and no ongoing fees.

Retirement Investing

Use the safest retirement investing platforms available to gain a reasonable rate of return with no downside risk.

Risk Management

Select the right investment platform to ensure a no-risk investment.

Asset Portfolio Management

Ensure the client's wants and needs are addressed through correct beneficiary allocation to avoid probate. Gain the maximum returns with the client's investments without risking their account balance.