Overview

Harvest Wealth is a leading independent wealth management firm comprised of intelligent, experienced financial professionals who truly seek to put your needs first. We are comprised of three financial advisors with over 75 years of combined experience in the investment industry, supported by three registered assistants. Keeping our clients and their best interests as our top priority is the reason we founded Harvest Wealth in the first place. Being independent is the only way we know to help ensure that your needs will always come first. We specialize in fulfilling the unique needs of corporate executives, retired executives, and their families. We can assist you in developing a comprehensive wealth management plan which integrates and manages the risks and potential of your equity compensation and concentrated stock position. We use the term Harvest to describe our strategy for intelligent wealth sustainability throughout retirement. Our goal is to educate, build your personalized plan, and create income streams to preserve your financial confidence through inevitable market volatility. From planning to construction, management, and ongoing communication, we never forget that down markets will happen, and preparation is the key to thriving through them. This is the Harvest way—helping to meet your immediate liquidity needs today, create sustainable and rising income for tomorrow, and preserve your legacy further down the road. Build the life you want for you and your loved ones. Connect with us today by visiting www.harvestwealth.com or calling 301-615-9660. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. 6720-B Rockledge Drive Suite 440A, Bethesda, MD 20817