800 South Street
In addition to the expert investment management and financial planning advice you rely on from The Harvest Group, the Harvest Wealth Management for Life process often requires the input andexpertise of additional, complementary professional advisors to maximize the effectiveness of our strategies.
Over the years, we have worked with many outside professional advisors, all of whom are experts in their respective fields. As a result of our experience, The Harvest Group has developed a reliable network of professionals who are essential in implementing various aspects of successful wealth management strategies.
The Harvest Group professional advisor network has been thoroughly vetted by our team and is continuously monitored and updated to include only those individuals we feel are a good fit for our clients.
Before we recommend an advisor to our clients, friends or families, we conduct a thorough a interview and analysis to learn more about them: We ask how they came into the business, what they are passionate about, who their ideal clients are, their business structure, team depth, education, areas of expertise, work experience, references, pricing levels, which locations they serve and more.
When we feel sure that a certain advisor can serve our clients best interests, we monitor their work and the client relationship to make sure our clients feel confident and comfortable in working with them as time goes on. Just as no two clients are the same, no two advisors are the same and because of our deep connections you can trust us to find those that are the right fit for you.
Nominate A Professional Advisor to Work with The Harvest Group
We are always looking to expand and improve our network of professional advisors and other value-added services that may be valuable to improving our client relationships and welcome personal referrals from our clients and friends. If you are currently working with an outstanding advisor you think would be a good fit for The Harvest Group, please feel free to nominate her or him to join our Professional Advisor Network (only existing or prospective clients may nominate an advisor.) Once we receive the form, our discovery, due diligence and interview process will begin.
If you are a professional advisor and would like to explore working with The Harvest Group, please click the button below.
Schedule an Initial Consultation
Discuss your financial situation with a Certified Financial Planner CFP® and we can help you determine the best actions you can take to help secure your financial future.