Strategic wealth deserves the same discipline that built it. Harvest provides discreet, expert guidance for executives navigating complex compensation, equity, and tax exposure.
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
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.
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.
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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.
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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.
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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.
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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.
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Every engagement begins with clarity—understanding your priorities, compensation structure, and long-term goals.
An active approach, with regular, personal check-ins, enables us to kTogether, we define success and assess the details—equity, benefits, taxes, and estate needs—to shape a fully integrated financial picture.eep 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 toOur advisors evaluate the complete landscape, identifying opportunities, risks, and inefficiencies across every dimension of your wealth. 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.
As your career and life evolve, your plan adjusts—continuously refined through proactive monitoring and strategic updates.
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.