Three Advisors - One Team
Most firms have advisors working individually, often competing with one another for new business. Our firm puts every client under one roof where any of our licensed advisors can service any client.
Value Centric
Whether it’s family, travel, spending time outdoors, or giving to worthy causes, your values matter to us. We believe they should serve as a beacon to guide your financial decisions throughout your lifetime. That’s why our financial planning process begins with an earnest, in-depth conversation in which we uncover and explore what you value most in life. This essential first step provides a foundational reference point for all the financial advice we’ll offer you.
Guidance On Goals
If you’re like most of our clients, you probably have a plethora of financial obligations, opportunities and aspirations, but knowing how to fulfill or pursue them each simultaneously can be challenging. At Harvest Investment Strategies, your personal financial planner, backed by our team’s capabilities, will work with you one-on-one to identify, clarify and prioritize your financial goals and objectives, so you can pursue the life and opportunities you desire.
Assessing Your Financial Baseline
Once you’ve established your end-goals, it’s important to assess your current financial state in relation to where you want to be in the future. Our team will analyze key information and documents you choose to share with us to help us develop your personalized financial plan. The more information you share with us, such as tax returns, wills and trusts, existing investments, other assets, liabilities, insurance policies, etc., the more precise your plan will be.
Starting Out
Growing Wealth
Nearing Retirement
Living Retired
Plans Curated Just For You
As an independent wealth management firm offering personal and institutional-style financial services, we believe in creating fully customized, unique plans tailored to the very specific needs and aspirations of each individual client. As a result of our personalized process, we’ll provide you with a one-of-a-kind plan designed to help you grow and preserve your principle, while helping you maximize what you can earn from it. We’ll also provide you with ongoing support, reviews and adjustments to keep you on track.