Managing assets across 5 states
We are a family-focused wealth management firm committed to helping you achieve your financial goals with simple, honest advice.
We specialize in Pre-Retiree, Retiree, and Business Owner Investing with services including Financial Planning, Active Portfolio Management and Tax Minimization Strategies.
We value relationships and trust with our clients, therefore we provide you with regular communications explaining market insights, rationale, and logic behind our decisions, so you understand what’s happening with your money.
Visualize Your Financial Path
Why we use Asset-Map
Asset-Map delivers a clear, visual overview of your full financial landscape, bringing together key factors like assets, liabilities, insurance, and cash flow into one easy to read map.
This big-picture perspective helps us identify gaps and opportunities, ensuring every part of your financial plan works in harmony to support your goals and strengthen your future.
24/7 Access
Sleep well at night knowing that you have full access to your Asset Map with an easy to understand visual of your where your money is going.
Our Services
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We monitor market trends daily with fundamental & technical research, adjust strategies, and ensure your portfolio is working hard to deliver superior returns.
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We listen to your goals, values and lifestyle. Whether it’s retirement, education, business transitions, estate, or any life goal, we build a plan that works for you.
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We value relationships and trust with our clients, therefore we provide you with regular communications explaining market insights, rationale, and logic behind our decisions, so you understand what’s happening with your money. Subscribe to our newsletter!
What Are Your Goals?
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Retire Early
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Increase Tax Efficiency
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Risk Management
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Estate Planning
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Business Investing
Our Organization
Harvest was founded in 2010 in Buffalo, NY, then in 2015 became an RIA firm, we have since grown into an SEC registered firm operating in multiple states.
Take Action
Ready to take the next step? We are happy to discuss how we can help you reach your financial goals.