Harvest Wealth Management is an independent financial consulting firm located 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.
As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients free of any conflict of interest. Being product agnostic allows us to recommend the solutions and strategies that we believe will help our clients achieve their goals in the most prudent and efficient manner. We welcome the opportunity to serve as your trusted advisor, helping turn your dreams into reality.