Retirement invites a new way of living, one shaped by purpose as much as planning. With Harvest’s guidance, you’ll align your resources and goals to create a life that feels both secure and deeply fulfilling.
Many people approach this season with an undercurrent of anxiety, wondering if their savings will be enough, how they can keep more of their wealth, or if they’ve balanced growth and protection just right.
At Harvest, we understand those questions aren’t just about numbers—they’re about security, freedom, and hope for what comes next. With a clear strategy in place, retirement can become what it was meant to be: a time of confidence and freedom.
“I’ve entrusted Harvest to manage my seven-figure retirement portfolio while I focus on travel and other activities. They’ve added fresh insights and diversification to my portfolio that will preserve wealth and provide growth.”
- Client since 2024
Ohio
Harvest anticipates the changes that come with each season, optimizing income, managing risk, and preserving peace of mind along the way. Guided by independent research, advanced tools, and decades of wisdom, we craft a retirement roadmap built to move with you.
Thoughtful planning ensures you can reap the rewards of your hard work, make memories, and focus on what matters most. We’ll help make your vision a reality.
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We tailor strategies to the complexities of ultra-high-net-worth families ($20M+)—helping you manage risk, preserve wealth, strengthen unity, and shape a lasting legacy.
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C-suite executives face complex financial decisions—from incentive pay to tax exposure. We deliver strategies tailored to your compensation, career, and long-term goals.
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Our Certified Divorce Financial Analysts® draw on years of experience to surface options you may not have considered, guide you through the implications of decisions, and help you make informed choices during a difficult transition.
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We offer the structure and strategy to help grow your wealth—and the personal guidance to help you thrive.
No two retirements look alike because no two lives do. Each strategy is built around your goals, your values, and your circumstances. And, we meet with each client multiple times each year, not just once a year over Zoom, to discuss your plans.
An active approach, with regular, personal check-ins, enables us to keep your plan in step with your life. We monitor your financial world, making thoughtful adjustments as markets move or priorities shift.
With more than 150 years of combined experience and deep in-house research, our team brings both insight and steadiness to the table. You’ll have dedicated, seasoned advisors who care deeply about helping you grow, protect, and enjoy what you’ve built.
Retirement should feel like freedom, not uncertainty. Our fiduciary promise means your plan is crafted with care and designed around your best interests, so you can focus on living well.
The Social Security Planner helps you make informed decisions about when and how to claim your benefits for maximum impact.
View the guideThe Retirement Lifestyle Workbook helps you plan the numbers and envision the life you want in retirement.
Download workbookClarify your retirement goals, address potential risks, and create a confident financial strategy with this guide.
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Our approach to managing wealth aims to help you live unburdened, and enjoy what you’re building.
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