800 South Street
As a multigenerational family team of CERTIFIED FINANCIAL PLANNERS™, The Harvest Group is dedicated to working with individuals and families to help them achieve their financial objectives. We provide individuals, families, and family businesses comprehensive, personalized wealth management solutions which we call Harvest Wealth Management for Life™.
Industry statistics indicate that while nearly all Financial Advisors provide investment management services, only 7% offer ongoing assistance with the planning and management of the non-investment parts of your financial life.
According to a Vanguard study, fiduciary financial advisors save their clients 3% in annualized returns. They do this by properly allocating assets, regularly rebalancing portfolios, identifying cost-effective investment opportunities, preventing bad financial behavior, and enforcing disciplined spending strategies. It’s possible to do this without an advisor, but unlikely. LINK TO VANGUARD STUDY
The Harvest Group, on the other hand, takes a truly comprehensive approach to wealth management which we call Harvest Wealth Management for Life®:
Harvest Wealth Management for Life begins with a custom, comprehensive financial plan aligned to your specific needs, goals and time frames.
The Harvest Group believes that financial planning isn’t a one-time event, but an evolving process that reflects changes over your life. Just as your personal goals and finances change, so should your financial planning. This process is captured in our Lifetime Financial Planning™ service.
Planning and management for the non-investment yet still critical parts of your financial life:
Through our Investment Committee, The Harvest Group will design on your behalf a fully discretionary investment strategy based on fundamental research and technical analysis.
Discretionary Investment: Through our discretionary approach to investment management, we will advise you on an optimal portfolio strategy and expertly navigate you through the financial markets. Our fiduciary standard of care commits us to acting solely in your best interest. The Harvest Group will expertly create and execute a portfolio across all traditional and alternative asset classes. Learn more.Fundamental Analysis: At The Harvest Group, we believe that a solid understanding of economic and market-based fundamentals is essential for long-term value investing. Our experienced team of financial analysts perform in-depth research in developing custom investment strategies for individual and family portfolios. Learn more.Technical Analysis: It’s often said that the technical indicators drive the vast majority of market activity. Our financial analysts combine technical analysis with a fundamental approach to value investing. The result is a highly diversified investment portfolio that responds to short-term trends without compromising the long-term vision of your investment plan. Learn more.
The Harvest Group believes that Relationship Management goes beyond the relationship between ourselves and our client. It is also the coordination on your behalf of your professional advisors and administrative support team.