Broker Check

For Our Clients

Harvesting Your Equity Awards and Benefits

The financial professionals at Harvest Wealth are highly specialized and experienced in helping corporate executives and retired executives integrate their equity awards and benefits into a comprehensive wealth management plan. For executives holding concentrated stocks, we are uniquely positioned to help you navigate the complexities of your situation and can help you reap the optimal rewards from your equity compensation through developing a strategic, systematic exit strategy. In instances where you are subject to blackout restrictions, we can advise you on diversifying those shares under a 10b5-1 plan or other relevant strategies.

Contact us today to see how Harvest Wealth can help you manage and maximize your equity awards and benefits.

Professional Financial and Planning Services

In today’s changing financial landscape, prudent, intelligent financial planning is of increasingly critical importance. At Harvest Wealth, we provide a wide range of professional financial and planning services and products to cover virtually every need. Based on a detailed view of your situation, goals, and objectives, we’ll perform a comprehensive Wealth Management Analysis, which informs our robust and dynamic strategies and recommendations. As an independent financial services firm, we’ll only ever recommend the products and services which we believe will benefit you the most.

Read on below to learn more about our services and what Harvest Wealth can do for you and your family.

Sustainable <br data-mce-bogus="1">Income Planning

Income Planning

We provide specialized sustainable income planning for affluent families and corporate executives who are retired or moving into retirement in the next 5-10 years. We’ll help you find the confidence to build the life you want while sustaining your legacy.

Longevity <br data-mce-bogus="1">Planning


Our intelligent wealth harvesting strategy is intentionally directed at longevity planning. Through a thorough discovery process, we’ll develop a comprehensive Wealth Management Analysis to help us get a clear understanding of where you are today versus where you want to be in the short, medium, and long term. 

Wealth<br data-mce-bogus="1"> Management


We like to say that our name is a verb; harvesting wealth is what we do. We believe our harvesting strategy can position you with the greatest odds for success in today’s volatile market, as the composition of your portfolio will be designed to help you thrive through inevitable market downturns. 

Legacy <br data-mce-bogus="1">Planning


A financial plan is only truly comprehensive when it includes effective legacy planning. We have specialized experience in the area of succession and estate planning, and promote continuity and intergenerational wealth management by educating your family on how to live off the fruit of your legacy instead of cutting into its roots.

Tax <br data-mce-bogus="1">Planning


It’s no secret that effective tax planning can result in significant tax savings. Whether you’re looking for the ideal approach for your personal income taxes, your inheritance or legacy tax planning, or the ideal tax strategy for your concentrated stock position, we have the experience and specialized knowledge to help you make informed decisions for your unique and complex situations.

Risk <br data-mce-bogus="1">Management


Risk management isn’t just about managing the risk exposure in your investment portfolio; it’s also about managing the risks in your everyday life, and no comprehensive financial plan is complete without effective risk management and insurance planning. We’ll conduct a thorough risk analysis and help you find the appropriate insurance coverage to suit your needs and unique situation.

For Corporate Executives

We are uniquely positioned to serve the highly complex needs of corporate executives who hold equity awards and concentrated stocks. We understand your opportunities as well as your limitations and can help you develop a comprehensive plan which takes all of these variables into account, helping to maximize your harvest, while minimizing your risk and tax exposure. While our clients come from many different corporate backgrounds, we specialize in serving the particular needs of executives and retired executives from the following companies:

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

Meet the Team

The Harvest Wealth team is comprised of highly educated, intelligent financial professionals whose like-minded passions are centered on providing excellent service to our clients and on the soundness of our harvesting strategies.

Our Team

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