Managing assets across 5 states

We are a family-focused wealth management firm committed to helping you achieve your financial goals with simple, honest advice.

We specialize in Pre-Retiree, Retiree, and Business Owner Investing with services including Financial Planning, Active Portfolio Management and Tax Minimization Strategies.

We value relationships with our clients as we understand the importance of trust, therefore we provide our clients with regular communications explaining our decision making.

Visualize Your Financial Path

Why we use Asset-Map

Asset-Map delivers a clear, visual overview of your full financial landscape, bringing together key factors like assets, liabilities, insurance, and cash flow into one easy to read map.

This big-picture perspective helps us identify gaps and opportunities, ensuring every part of your financial plan works in harmony to support your goals and strengthen your future.

24/7 Access

Sleep well at night knowing that you have full access to your Asset Map with an easy to understand visual of your where your money is going.

Our Services

  • We work daily analyzing and researching the market to ensure the investments in your portfolio are providing superior returns.

  • We listen to your financial goals and help you create a comprehensive plan. We help you achieve financial health, adapt to life changes, and prepare for future wants and needs.

  • We send you weekly electronic communications explaining our logic and investment decisions so you can understand. Subscribe to our newsletter!

What Are Your Goals?

  • Retire Early

  • Increase Tax Efficiency

  • Risk Management

  • Estate Planning

  • Business Investing

Our Organization

Harvest was founded in 2010 in Buffalo, NY, then in 2015 became an RIA firm, we have since grown into an SEC registered firm operating in multiple states.

Take Action

Ready to take the next step? We are happy to discuss how we can help you reach your financial goals.