Managing 69 million in assets
across 5 states
We are a family-focused wealth management firm
committed to helping you achieve your financial goals.
Our Services
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We work daily analyzing and researching the market to ensure the investments in your portfolio are providing superior returns.
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We listen to your financial goals and help you create a comprehensive plan. We help you achieve financial health, adapt to life changes, and prepare for future wants and needs.
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We send you weekly electronic communications explaining our logic and investment decisions so you can understand. Subscribe to our newsletter!
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.