Why We Do It
Harvest Wealth Advisor was founded to help the average American with some of the most important decisions of their lives.
We work hard every day for our clients and experience a great sense of gratification when our clients successfully reach one of the milestones in their life. This may include their first home purchase, sending their children to college, taking a dream vacation, or replacing their paychecks and retiring with an income stream of their choice.
We have a great sense of pride in our independence and providing the professional guidance our clients seek in pursuing their financial goals. We are not obligated to sell a specific product or have a special interest in any one financial institution. This flexibility allows us to put our clients first and provides our clients the utmost confidence that we are truly working in their best interest.
We see our role as a unique opportunity to serve our community and help the average American who has been largely ignored by Wall Street and the larger Wealth Management Firms through out the United States.