Meraki Private Equity is proud to announce its new partnership with Safe Harbor Wealth Advisors, an independent Registered Investment Advisor firm dedicated to helping clients plan and protect their financial futures.
The collaboration advances Meraki’s mission to empower exceptional advisory firms with the capital, strategy, and operational resources to scale sustainably, while maintaining their client-first values.
“Safe Harbor Wealth Advisors represents exactly the kind of forward-thinking firm we’re proud to partner with — one defined by integrity, innovation, and unwavering dedication to clients,” said Jack Leach, President of Meraki Private Equity.
With Meraki’s strategic support, Safe Harbor Wealth Advisors will focus on expanding its team, optimizing operations, and enhancing its client experience platform.
“Partnering with Meraki is an exciting step forward,” said Cory Sickles, Owner and Managing Partner of Safe Harbor Wealth Advisors. “With their added resources and vision, we can deepen our commitment to helping clients achieve long-term financial stability.”
Meraki continues to seek partnerships with high-performing, mission-driven advisory firms nationwide, reinforcing its commitment to long-term, values-based growth.
