Pro-Active

We have an unrelenting desire to do things the right way and to see our clients succeed.

Harvest’s solution follows a systematic investment process – thoughtful financial engineering informed by client goals, the over-arching wealth management process, and stringent research.

Harvest’s method seeks to protect clients from uncompensated risk, excess tax and expense, and emotional decision-making. Many individual investors make decisions based on either fear or greed. We remove emotions from the equation in order to make sound strategic decisions based on company fundamentals coupled with market analytics.

Each day we rigorously monitor the financial markets, the regulatory environment and the portfolios of our clients, things that are virtually impossible for an individual to accomplish… and we fully recognize that most of our clients wouldn’t want to anyway. By keeping our finger on the pulse of the markets and the companies we are invested in, we are nimble and can move quickly to take advantage of changes in market dynamics worldwide.

We utilize a sophisticated, industry-leading technology platform to serve our clients in the most efficient and effective way possible.

Certified Financial Planner Board

CERTIFIED FINANCIAL PLANNER™ certification is recognized as the standard of excellence for competent and ethical personal financial planning.

Financial Planning Association

Members commit to objective, client-centered, and ethical financial planning.

Financial Times 300

The Financial Times presents the FT 300 as an elite group. This identifies the industry’s best advisers while accounting for the firms’ different approaches and varied specializations.

Paladin Registry

Paladin Registry provides comprehensive data on financial advisors’ credentials, ethics, and business practices.

MD Preferred Financial Advisor

Financial advisors that are uniquely qualified to work with medical professionals.

2014 Five-Star Professional

The Five Star award goes to professionals who provide exceptional service to clients.

Investor Watchdog

Investor Watchdog researches and monitors high quality advisors.

wp_footer()