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.
We work with you to create a sustainable income stream that supports your lifestyle and priorities. Through careful analysis of your goals and resources, your plan stays aligned with the life you want to live, now and in the years ahead.
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A thoughtful tax strategy protects what you’ve earned. We help minimize liabilities and uncover savings opportunities by staying ahead of tax law changes and viewing your finances as a complete picture. The result: more of your wealth working for your future.
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We design and manage portfolios that reflect your risk tolerance, time horizon, and values. With independent research and active oversight, your portfolio stays positioned for growth and resilience through every market cycle.
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We help organize and coordinate your assets so they reflect your values and provide for the people and causes you care about. With clear estate strategies, your wealth can continue to create meaning long after it’s shared.
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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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