Wealth Management Services

Comprehensive Wealth Management

The Harvest Group has in-depth experience in all areas of financial planning and wealth management. We work with our clients in the following areas:

Retirement Planning

Lifestyle and Income Analysis
Risk Analysis
Pension and/or Social Security Analysis
Retirement Account Evaluation & Recommendations
Retirement Income Planning
Beneficiary Review

Family Needs Planning

Comprehensive Wealth Management
Education Planning
Special Needs Planning
Planning for Support of Aging Parents
Family Meetings

Investment Management

Asset Allocation Analysis
Discretionary Investment Management

Credit and Lending

Home Loans
Securities-Based Lending
Personal Credit Management

Executive Compensation

Concentrated Stock Services
Stock Option Strategies
Restricted Securities
Collateralized Loans, OTC Option Collars
Estate & Financial Planning

Risk Management & Insurance

Goal, Income & Liability Protection:
Life Insurance
Long-Term Care Insurance
Disability Insurance
Business Overhead Insurance
Umbrella Coverage
Key Man Insurance

Estate Planning

Wills & Trusts
Gifting, Asset Titling & Estate Tax Funding
Succession Planning

Working with other professional advisors

By coordinating our service with those of your other professional advisors, from attorneys to accountants to the administrative offices of other companies, we act as your team leader. The complex decision making and implementation process can be simplified and made more efficient. In addition, we have a network of well-respected professionals and experts throughout all areas of wealth management.