Strategic guidance for complex financial landscapes
Strategic wealth deserves the same discipline that built it. Harvest provides discreet, expert guidance for executives navigating complex compensation, equity, and tax exposure.
From the start of our relationship, Harvest created a 5-year cash flow forecasting model for our portfolio, which is updated annually and reviewed by my wife and me in person. Their forecasts have been within a percentage point or two of total accuracy, giving us peace of mind. This is a partnership we can’t find anywhere else.
− Client of 17 years
Florida
Integrated Strategies for Executive Wealth
As an independent, fee-only firm, every recommendation we make is aligned with your best interest. Our approach helps maximize opportunity, minimize inefficiency, and turn complex financial decisions into confident action. We’ll help you preserve the success you’ve earned and the future you’re creating.
Stock Option & Equity Compensation Planning
Equity-based compensation is both an opportunity and a challenge. From RSUs and PSUs to stock options and performance incentives, we design strategies that help unlock value while managing tax exposure and risk.
Income Tax & Alternative Minimum Tax (AMT) Strategies
Executive compensation often triggers intricate tax considerations. We integrate AMT and income tax planning within your overall strategy, helping preserve more of what you earn and aligning tax decisions with long-term goals.
Deferred Compensation & Benefits Planning
Corporate benefits are a critical piece of your financial picture. We evaluate 401(k), deferred compensation, and NQDC plans to ensure each element supports your broader wealth and retirement objectives.
Hedging & Monetization Strategies for Concentrated Stock Positions
Concentrated stock can elevate both potential and risk. We develop structured strategies to diversify holdings, hedge against downside exposure, and create liquidity, while preserving alignment with your broader financial vision.
Global Wealth Management & Cross-Border Considerations
Global careers create unique financial dynamics. We design coordinated strategies to manage cross-border taxation, currency exposure, and international investments, ensuring your wealth works seamlessly across borders.
Power Plays of the Wealthy: How to Retire Early, Supercharge Your Cash Flow, and Minimize Taxes
by Marc Henn, CEO & Founder of Harvest Advisors
The Executive Planning Process
We offer the structure and strategy to help grow your wealth—and the personal guidance to help you thrive.
1
Define Your Financial Vision
Every engagement begins with clarity—understanding your priorities, compensation structure, and long-term goals.
2
Set Goals and Gather Insight
Together, we define success and assess the details—equity, benefits, taxes, and estate needs—to shape a fully integrated financial picture.
3
Analyze and Strategize
Our advisors evaluate the complete landscape, identifying opportunities, risks, and inefficiencies across every dimension of your wealth.
4
Implement with Precision
We design and execute a tailored strategy aligned with your career trajectory and long-term vision, coordinating seamlessly with your other professional advisors.
5
Monitor and Adapt
As your career and life evolve, your plan adjusts—continuously refined through proactive monitoring and strategic updates.
Why Work With Harvest
When you have the right plan—and the right partner—everything feels clearer, calmer, and more connected.
- Personalized strategies shaped by your goals.
- Active oversight that adapts as life evolves.
- Decades of expertise guiding every decision.
- Fiduciary commitment that puts your interests first.
- A dedicated team who meets with you regularly.
Take advantage of the opportunities ahead.
Our approach to managing wealth aims to help you live unburdened, and enjoy what you’re building.