Financial Harvest Wealth Advisors

A Legacy of Guiding Families Towards Prosperity

Financial Harvest Wealth Advisors is a team of experienced and passionate financial professionals dedicated to helping individuals, families, and businesses achieve lasting financial security and success. Founded in 2002, we have guided clients through market volatility, identified opportunities for growth, and implemented customized strategies to meet their unique financial goals.

Our Mission: Significance Beyond Wealth

We believe financial success is about more than just accumulating wealth. It's about freedom and possibilities. Our mission is to empower our clients to take control of their financial lives, achieve their goals, and live a life of significance that extends far beyond financial numbers.

Who We Are

Led by founder and CEO David A. Witter, a Certified Financial Planner and Certified Succession Planner, our team comprises seasoned financial advisors, experienced planners, and dedicated professionals with diverse backgrounds in wealth management, asset protection, and retirement planning. We are committed to providing personalized attention, tailored guidance, and transparent communication throughout the process.

The Financial Harvest Difference

Our personalized approach begins with a deep understanding of your individual needs, goals, and values. We work collaboratively with you to:

• Minimize Taxes: Maximize deductions, capitalize on tax-advantaged opportunities and proactively mitigate potential tax burdens.
• Protect Your Assets: Develop robust strategies to safeguard your assets from unforeseen risks and market fluctuations.
• Plan for the Future: Develop a comprehensive estate plan, including succession strategies and wealth transfer options.
• Optimize Investments: Build a diversified portfolio aligned with your risk tolerance, goals, and values.
• Engage in Open Communication: Maintain regular contact and open communication to ensure your plan remains relevant and responsive to your evolving needs.

Our Approach to Success

Our comprehensive process includes:

• Client Discovery Meeting: We take the time to understand your unique situation, goals, and financial aspirations.
• Personalized Planning: We tailor a customized plan based on your individual needs and goals.
• Regular Review and Adjustments: We proactively review and update your plan to ensure its effectiveness and adapt to changing circumstances.

Join Us on Your Financial Journey

Contact Financial Harvest Wealth Advisors today to schedule a complimentary consultation and learn how we can guide you towards financial success and a life of significance.