New Wealth Management System Helps Plan Across Lifetime

The Harvest Group Wealth Management, a multigenerational family team of Certified Financial Planners, has launched Harvest Wealth Management for Life, a comprehensive, personalized wealth management solution designed to better meet the needs of the firm’s growing clientele of individuals, families and family businesses. This new, proprietary service includes financial planning over a lifetime, investment management held to the fiduciary standard, management of non-investment finances, and relationship management. Additionally, the firm launched a new corporate website that provides in-depth insight to what The Harvest Group can offer prospective and current clients. 

The Harvest Wealth Management for Life includes:

• Lifetime Financial Planning: Based on the belief that financial planning is an evolving process that reflects changes over one’s life, The Harvest Group provides a custom, comprehensive financial plan aligned to one’s specific needs, goals and timeframes. This service includes a goal-based wealth management strategy, as well as planning for retirement, cash flow, and various life events — such as marriage and divorce, birth and adoption, job or career change.
• Lifetime Financial Management: This service is a planning and management process for the non-investment yet still critical parts of one’s financial life, including wealth enhancement, wealth transfer and estate planning, wealth protection and insurance, executive compensation, credit and lending, and charitable giving.
• Investment Management: The Harvest Group’s Chief Investment Strategist will design a fully discretionary investment strategy based on fundamental research and technical analysis. The process utilizes discretionary-based investment strategies and allows clients to delegate their assets’ day-to-day management responsibilities to the Harvest Group’s investment management professionals. This sophisticated process allows for quick and opportunistic decision-making on behalf of clients as new information becomes available. A combination of fundamental research — for long-term, strategic allocations — and technical analysis — for short-term, tactical changes — allows The Harvest Group to uphold its fiduciary standard of care and always act in a client’s best interest.
• Relationship Management: The Harvest Group believes that the wealth management process goes beyond the relationship between advisor and client. Consequently, the firm’s Certified Financial Planners manage family dynamics and non-financial issues that can affect a family’s financial plan. They also coordinate and manage a client’s network of legal advisors, tax specialists and other professionals.