Harvest Wealth Management is an independent financial consulting firm located at 75 Second Avenue, Suite 420 in Needham, Massachusetts.
Our practice is directed by three core principles: integrity, objectivity, and reliability. We help successful individuals around the country simplify their personal finances and reach their goals with confidence. Our intimate process allows us to develop lifelong relationships with our clients and serve as their primary contact for all financial matters.
The model and performance chart in this video are hypothetical examples and are for illustrative purposes only. Clients should meet with an advisor to discuss their personal risk tolerance and suitable recommendations. No specific investments were used in this example. Actual results will vary. Past performance does not guarantee future results.
This communication is strictly intended for individuals residing in the states of: AZ, CA, CO, CT, DC, FL, GA, ID, IL, MA, MD, ME, NH, NJ, NY, PA, PR, TX, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.