As of June 15, we resigned from Bank of America Merrill Lynch and formed Harvest Wealth.
Why the move?
Decisions at Harvest Wealth will always be made in the clients' interest first. Full stop.
Being independent is the only way we know to help ensure that your needs will always come first. This allows us to recommend solutions that are most appropriate for your situation using an expanded list of products.
When you call Harvest Wealth, you will almost certainly recognize the voice of our team member who answers the phone. Matt and Rich will be joining the three of us at our new home. It wouldn’t be the same without them. And, after a couple years working more closely with our corporate services partners, we are thrilled that Andrew has decided to rejoin our team at Harvest Wealth.
As such, there is an excellent chance whoever picks up the phone will recognize your voice as well. This level of personal security cannot be understated in the digital world in which we find ourselves.
Our decades of experience have taught us what we do best and where we need support. To remain laser focused on your needs, we needed to find strategic partners to provide the complementary services performed by our back office over the years. Our efforts resulted in our new affiliation with industry-leading business partners who have proven capabilities and credentials.
We have chosen Pershing LLC as our custodial and clearing firm. Pershing is a wholly owned subsidiary of BNY Mellon, one of America’s oldest and best-recognized institutions. We chose Pershing to provide you with confidence that the assets you entrust with us are held by a custodian of exceptional capacity and security. Pershing is a member of SIPC and maintains excess protection for your accounts with Lloyd’s of London. Web links and brochures detailing that coverage can be provided at your request.
Our new broker-dealer is Cetera Advisor Networks, part of Cetera Financial Group, one of the premier broker-dealer networks in the industry. Their support for our relationship goes well beyond executing trades. They provide us access to enhanced planning tools, world-class thought leadership, and a broad array of investment solutions—all with absolutely no competing agendas. Your objectives are what drive all decisions.
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.
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.
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.