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Build the Life You Want.

We've built our practice on cultivating wealth management solutions for corporate executives,
retirees, and families to help meet their liquidity needs today, create sustainable and rising
income for tomorrow, and preserve their legacy further down the road.

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Clients First, Always

Clients First, Always

Being independent gives us the freedom and the autonomy to hold fast to that core value. We put your best interests first, and we'll always be accessible to you.

A Refreshing Approach to Your Wealth Management

A Refreshing Approach to Your Wealth Management

The strategies you used to accumulate your wealth are vastly different from those which are most effective when it comes time to live off your wealth. 

Equity Compensation Planning for Executives and their Families

Equity Compensation Planning for Executives and their Families

We specialize in fulfilling the unique needs of corporate executives, retired executives, and their families. We can assist you in developing a comprehensive wealth management plan which integrates and manages the risks and potential of your equity compensation and concentrated stock position.

Why Harvest Wealth

We use the term Harvest to describe our strategy for intelligent wealth sustainability throughout retirement. Our goal is to educate, build your personalized plan, and create income streams to preserve your financial confidence through inevitable market volatility.
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Sustainable Wealth Management Content

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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Tax-Loss Harvesting: A Tax Strategy to Consider

Tax-Loss Harvesting: A Tax Strategy to Consider

Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.
Learn More

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