Services

Overview of The Harvest Group’s Professional Services

The Harvest Group, along with our best-of-breed network of legal advisors, tax specialists, corporate advisors, and other professionals, offers multiple lines of financial services to its clients. Whether our individual offerings like Financial Planning, Investment Management or Insurance, or our comprehensive Wealth Management program, which is built on the pillars of Investment Management, Lifetime Financial Management, and Relationship Management, our services are scalable with your needs, are always custom and unique to you, and are backed by a fiduciary standard of care so you know your interests always come before ours.

WEALTH MANAGEMENT FOR LIFE

Our comprehensive Wealth Management for Life™ service connects us with every aspect of you and your family’s financial affairs. We analyze your financial situation and develop a blueprint to help you meet your long-term financial goals. Learn more.

INVESTMENT MANAGEMENT

The Harvest Group provides full-service Investment Management to clients looking to build a diversified portfolio for long-term growth. Through a discretionary management approach, our Chief Investment Strategist seeks to invest for the long term while paying attention to the short term. This is accomplished by constructing and actively managing your investment portfolio, which includes comprehensive portfolio performance analysis, risk evaluation, and assessment of investing costs. Asset allocation and investing style are based on your current financial position, investment objectives, and risk profile. Learn more.

FINANCIAL PLANNING

The Harvest Group helps clients navigate their financial future by providing detailed planning and consultation services. Our family team of CERTIFIED FINANCIAL PLANNERS™ will assess your capital position, long-term objectives, and ability to save. We will then recommend a combination of investment and savings strategies to help you maximize your results. Learn more.

WEALTH PROTECTION AND INSURANCE

The Harvest Group can assess the impact of long-term care or unforeseen events on your financial situation and recommend a wealth protection strategy for you and your family. We’ll analyze your financial situation and recommend a combination of insurance, tax minimization, and wealth protection services to ensure future expenses don’t inhibit your lifestyle or financial health. The Harvest Group can help you with  goal protection (life insurance, long-term care insurance), income protection (disability insurance, mortgage protection), and liability insurance (umbrella coverage, key man insurance). Learn more.

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