Financial Planning
Preparing for the next chapter requires more than just a savings account; it demands a strategic roadmap. We help you define what "independence" looks like for you—whether that means early retirement, travel, or a shift in lifestyle. Our team models various scenarios to help you understand how your current assets, including real estate and investment accounts, can support your long-term income needs.
Our Financial Planning Services start at $3,000 and vary depending on complexity
Wealth Management
True financial clarity isn’t found in complex jargon or chasing market trends; it is built through disciplined systems and measurable strategies. We strip away the noise to focus on the core drivers of wealth—risk management, tax efficiency, and purposeful capital allocation. To ensure we deliver this level of rigorous, high-touch oversight and strategic precision, Harvest Capital Management specializes in serving clients with a minimum of $250,000 in investable assets with fees starting at 0.75% of AUM.
This systematic approach ensures your financial plan works as hard as you do, providing a clear, actionable roadmap that scales with your success. Our process is based on belief in optimizing savings rate and expenses, while utilizing an investing strategy that incorporates portfolio diversification for the long-term.
Real Estate Strategy
This is where we differentiate ourselves. With firsthand experience in the real estate sector, we understand the unique role property plays in a high-net-worth portfolio. Whether you are a real estate professional or an investor looking to diversify away from traditional investments, we help you evaluate deals, understand cash flow implications, and integrate these assets into your broader financial plan.
For more information on our Real Estate Strategy, set up a call below.
Estate & Legacy Planning
Your wealth should benefit the people and causes you care about most. We collaborate with your legal and tax professionals to structure an estate plan that reflects your values. From minimizing estate taxes to setting up trusts for future generations, we help ensure your legacy is passed on efficiently and according to your wishes.
Asset Protection
Building wealth is difficult, but preserving it is essential. We work with you to identify potential risks to your financial well-being, from liability concerns to market downturns. By structuring your holdings correctly and employing risk management strategies, we strive to shield your hard-earned capital from unforeseen events.