Disclosures, Privacy Policy, Social Media Policy

See below for our Disclosures, Privacy Policy, and Social Media Policy:


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.


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.

Privacy Policy

This privacy policy has been compiled to better serve those who are concerned with how their ‘Personally Identifiable Information’ (PII) is being used online. PII, as described in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect or otherwise handle your Personally Identifiable Information in accordance with our website.

What personal information do we collect from the people that visit our blog, website or app?

When ordering or registering on our site, as appropriate, you may be asked to enter your name, email address, phone number or other details to help you with your experience.

When do we collect information?

We collect information from you when you subscribe to a newsletter, fill out a form or enter information on our site.

How do we use your information?

We may use the information we collect from you when you register, make a purchase, sign up for our newsletter, respond to a survey or marketing communication, surf the website, or use certain other site features in the following ways:

  • To personalize your experience and to allow us to deliver the type of content and product offerings in which you are most interested.
  • To allow us to better service you in responding to your customer service requests.
  • To send periodic emails regarding your order or other products and services.
  • To follow up with them after correspondence (live chat, email or phone inquiries)

How do we protect your information?

We do not use vulnerability scanning and/or scanning to PCI standards.

We only provide articles and information. We never ask for credit card numbers.

Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential. In addition, all sensitive/credit information you supply is encrypted via Secure Socket Layer (SSL) technology.

We implement a variety of security measures when a user enters, submits, or accesses their information to maintain the safety of your personal information.

All transactions are processed through a gateway provider and are not stored or processed on our servers.

Do we use ‘cookies’?

Yes. Cookies are small files that a site or its service provider transfers to your computer’s hard drive through your Web browser (if you allow) that enables the site’s or service provider’s systems to recognize your browser and capture and remember certain information. For instance, we use cookies to help us remember and process the items in your shopping cart. They are also used to help us understand your preferences based on previous or current site activity, which enables us to provide you with improved services. We also use cookies to help us compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.

We use cookies to:

  • Compile aggregate data about site traffic and site interactions in order to offer better site experiences and tools in the future. We may also use trusted third-party services that track this information on our behalf.

You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser settings. Since browser is a little different, look at your browser’s Help Menu to learn the correct way to modify your cookies.

If you turn cookies off, Some of the features that make your site experience more efficient may not function properly.It won’t affect the user’s experience that make your site experience more efficient and may not function properly.

Third-party disclosure

We do not sell, trade, or otherwise transfer to outside parties your Personally Identifiable Information unless we provide users with advance notice. This does not include website hosting partners and other parties who assist us in operating our website, conducting our business, or serving our users, so long as those parties agree to keep this information confidential. We may also release information when it’s release is appropriate to comply with the law, enforce our site policies, or protect ours or others’ rights, property or safety.

However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

Third-party links

We do not include or offer third-party products or services on our website.

California Online Privacy Protection Act

CalOPPA is the first state law in the nation to require commercial websites and online services to post a privacy policy. The law’s reach stretches well beyond California to require any person or company in the United States (and conceivably the world) that operates websites collecting Personally Identifiable Information from California consumers to post a conspicuous privacy policy on its website stating exactly the information being collected and those individuals or companies with whom it is being shared. – See more at: http://consumercal.org/california-online-privacy-protection-act-caloppa/#sthash.0FdRbT51.dpuf

According to CalOPPA, we agree to the following:

Users can visit our site anonymously.

Once this privacy policy is created, we will add a link to it on our home page or as a minimum, on the first significant page after entering our website.

Our Privacy Policy link includes the word ‘Privacy’ and can easily be found on the page specified above.

You will be notified of any Privacy Policy changes:

  • On our Privacy Policy Page

Can change your personal information:

  • By emailing us

Does our site allow third-party behavioral tracking?

It’s also important to note that we do not allow third-party behavioral tracking

COPPA (Children Online Privacy Protection Act)

When it comes to the collection of personal information from children under the age of 13 years old, the Children’s Online Privacy Protection Act (COPPA) puts parents in control. The Federal Trade Commission, United States’ consumer protection agency, enforces the COPPA Rule, which spells out what operators of websites and online services must do to protect children’s privacy and safety online.

We do not specifically market to children under the age of 13 years old.

Fair Information Practices

The Fair Information Practices Principles form the backbone of privacy law in the United States and the concepts they include have played a significant role in the development of data protection laws around the globe. Understanding the Fair Information Practice Principles and how they should be implemented is critical to comply with the various privacy laws that protect personal information.

In order to be in line with Fair Information Practices we will take the following responsive action, should a data breach occur:

We will notify you via email

  • Within 7 business days

We also agree to the Individual Redress Principle which requires that individuals have the right to legally pursue enforceable rights against data collectors and processors who fail to adhere to the law. This principle requires not only that individuals have enforceable rights against data users, but also that individuals have recourse to courts or government agencies to investigate and/or prosecute non-compliance by data processors.


The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.

We collect your email address in order to:

  • Send information, respond to inquiries, and/or other requests or questions
  • Market to our mailing list or continue to send emails to our clients after the original transaction has occurred.

To be in accordance with CANSPAM, we agree to the following:

  • Not use false or misleading subjects or email addresses.
  • Identify the message as an advertisement in some reasonable way.
  • Include the physical address of our business or site headquarters.
  • Monitor third-party email marketing services for compliance, if one is used.
  • Honor opt-out/unsubscribe requests quickly.
  • Allow users to unsubscribe by using the link at the bottom of each email.

If at any time you would like to unsubscribe from receiving future emails, you can email us at

  • Follow the instructions at the bottom of each email and we will promptly remove you from ALL correspondence.

Contacting Us

If there are any questions regarding this privacy policy, you may contact us using the information below.

800 South Street, Suite 200
Waltham, MA 02453




Given the regulations governing our industry, below are some important guidelines and disclosures that govern our participation in social channels, and how we interact with you. Please read them carefully.

Our social media channels (including Twitter, Facebook, and LinkedIn) contain the views and opinions of The Harvest Group Wealth Management, LLC. These views may change and are expressed for informational purposes only. They should not be taken as advice or as a recommendation to make an investment decision.


To help ensure exchanges are productive and respectful of diverse viewpoints, and generally stay on topic, we require that you follow our guidelines. Due to industry law, please do not “endorse” or “recommend” The Harvest Group Wealth Management, LLC. Comments and opinions posted by users are the responsibility of the person who posted them. The Harvest Group Wealth Management, LLC  does not adopt, endorse, or guarantee the accuracy of content posted by others, and such content does not represent the views of The Harvest Group Wealth Management, LLC.

We reserve the right to remove comments and block any commenter who posts content, or whose social media account contains content that is deemed inappropriate or offensive, including those that put us in legal jeopardy; include personal abuse; and/or include racist, sexist and homophobic comments. We may also reject comments that:

  • are considered likely to disrupt, provoke, attack or offend others
  • contain language likely to offend
  • break the law or condone or encourage unlawful activity, including copyright, trade secret, confidential or proprietary information, and so forth
  • are seen to advertise or promote products, services or external content
  • include contact details such as phone numbers, postal or email addresses
  • are considered to be off-topic
  • are seen to impersonate someone else
  • are spam-like

Third-party posts do not reflect the views of The Harvest Group Wealth Management, LLC or any of its affiliates, and they have not been reviewed by us for completeness or accuracy.

Always respect your own privacy. Do not send or post personal information or account information via social media. We will never ask you to disclose your social security or other personal identification number, financial account information, passwords or PINs via social media. Visit our website at www.myharvestgroup.com for questions about your accounts and for customer service inquiries.

The “Like” Feature
“Liking” us on our social media sites lets users make a connection with us and our page. It is not an indication of any endorsement for the products or services offered through us or any of our affiliates. The Harvest Group Wealth Management, LLC  does not solicit testimonials or endorsements on our platforms, and, in particular, when related to our investment advisory business. Positive feedback may not be representative of the experience of all clients, does not guarantee future performance or success, and should not be considered a recommendation by us for any specific investment product.

Retweets, likes or other sharing of content are not endorsements.

Tweets and Posts

The Harvest Group Wealth Management, LLC  tweets and posts are for informational purposes only and should not be considered individual investment advice or a recommendation to invest in any security or to adopt any investment strategy. They are not intended as a complete analysis of every material fact regarding any country, region, market, industry, investment or strategy. The Harvest Group Wealth Management, LLC  comments, opinions and analyses are rendered as of the date of the posting and may change without notice, because market and economic conditions are subject to change. Reliance upon information in the posting is at the sole discretion of the user. You should always seek independent advice before making financial decisions.

Retweets, likes or other sharing of content are not endorsements.

Third Party Sites

We may post links to third-party sites when we think you’ll find the information helpful. However, The Harvest Group Wealth Management, LLC  has not reviewed the entirety of those sites and no relationship, association, sponsorship or endorsement is suggested or implied by The Harvest Group Wealth Management, LLC  and such third party site or company. The Harvest Group Wealth Management, LLC  is in no way responsible for the content of any website, owned or operated by a third party, that may be linked to this website, or to posts or tweets on our social media platforms, via hyperlink, whether such hyperlink is provided by The Harvest Group Wealth Management, LLC  or by a third party. The information to which the user links is neither prepared nor maintained by The Harvest Group Wealth Management, LLC , and The Harvest Group Wealth Management, LLC  has not and will not review or update the information contained in any linked website. The Harvest Group Wealth Management, LLC  is not responsible for, and makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability, or reliability of the linked website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. In addition, The Harvest Group Wealth Management, LLC  has no responsibility or endorsement for the operations, services, messages, and advertisements that may appear on other websites.  

The Harvest Group Wealth Management, LLC is not affiliated with any social media providers, including Twitter, YouTube, Facebook, LinkedIn or any of their related websites. We are not responsible for and do not endorse any content, advertising, products, advice, opinions, recommendations, terms of use or privacy policies, or other materials on or available from third parties, including Facebook, LinkedIn, Twitter, YouTube, or other social media platforms.

Follows, likes, retweets, replies, or links to third-party content should not be construed as an endorsement by The Harvest Group Wealth Management, LLC .

The Harvest Group Wealth Management, LLC  is not responsible for the terms of use or privacy or security policies on these or any other third-party websites. we urge you to review the privacy, security, terms of use, and other policies of each site you visit.

When you access any third-party site, you are assuming total responsibility and risk for your use of the site you are linking to. Use of these websites shall be at your own risk.


Any information, statement or opinion set forth on The Harvest Group Wealth Management, LLC  website or social media platforms is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional. You should not construe the contents of the material as legal, tax, accounting, regulatory, or other specialist or technical advice or services or investment advice or a personal recommendation. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained in the material.

The Harvest Group Wealth Management, LLC  may retain all posts made to Social Media Sites and may republish or repackage those posts. The Harvest Group Wealth Management, LLC  reserves the right to remove any content posted by users of the Social Media Sites in its sole discretion.

Any opinions expressed in the material are subject to change without notice. The Harvest Group Wealth Management, LLC  is under no obligation to update or keep current the information contained in the material, and past performance is not necessarily indicative of future results. Neither The Harvest Group Wealth Management, LLC  nor any of its directors, officers, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of the material or reliance upon any information contained therein.

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