The Harvest Group Wealth Management, LLC (“The Harvest Group” or “the Firm”) is an SEC registered investment adviser located in the Commonwealth of Massachusetts. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by the Harvest Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration where the prospective client resides. For information pertaining to the registration status of the Firm, please contact the Firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
The Harvest Group’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of The Harvest Group’s website on the internet should not be construed by any consumer and/or prospective client as The Harvest Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Furthermore, the information resulting from the use of tools or other information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from The Harvest Group.
No portion of any content on this website is to be interpreted as a testimonial or endorsement of The Harvest Group’s investment advisory services and it is not known whether any clients referenced herein approve of The Harvest Group or its services; nor should it be assumed that any references to The Harvest Group’s clients are representative of all of The Harvest Group’s clients’ experiences. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors.
The Harvest Group does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to The Harvest Group’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.
For additional information about the Firm, including fees and services, send for our disclosure statement as set forth on Form ADV.
IMPORTANT DISCLOSURE INFORMATION
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by The Harvest Group Wealth Management, LLC (“Harvest Group”), or any financial planning and/or non-investment related consulting services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Harvest Group is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Harvest Group. Please remember that it remains your responsibility to advise Harvest Group, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.