Broker Check

Meet Our Team

Andrew Shifter, CRPC®

Andrew Shifter, CRPC®

Client Experience Director, Registered Assistant

301-615-9663

Matt Ondeck

Matt Ondeck

Client Experience Associate, Registered Assistant

301-615-9674

Rich Cockrell

Rich Cockrell

Client Experience Associate, Registered Assistant

301-615-9671

Comprehensive Services

For affluent families, corporate executives and retired executives, we provide a robust range of financial services to help meet your changing and complex financial planning needs. See how Harvest Wealth can help.

Explore Services

Our Sustainable Approach

We provide a refreshingly thoughtful approach to wealth management through our harvesting strategies. Enjoy sustainable wealth management and longevity so you can build the life you want today and tomorrow.

Our Approach

Contact Us

Sustainable wealth management is within reach — at your fingertips, in fact. Click below to start your wealth harvesting journey today, so you can build the life you want for today, tomorrow, and further down the road.

Contact Us