Guiding Families Towards Prosperity
“We Believe our clients can live a life of significance that’s about more than money. What that means is money is a tool that can provide freedom to focus on what really matters.
— David and Katie Witter
Guiding families toward prosperity is an immense responsibility, but it is a challenge wholly embraced by the Financial Harvest Wealth Advisors team.
Based in Winter Park, Florida, Financial Harvest Wealth Advisors is led by founder and CEO David A. Witter, CERTIFIED FINANCIAL PLANNER™ and Certified Succession Planner™, Katie M. Witter, principal and wealth advisor, and a Certified Succession Planner™, and Kellen H. Williams, principal and wealth advisor, and CERTIFIED FINANCIAL PLANNER™ . Financial Harvest Wealth Advisors have been helping families, businesses, and individuals build and preserve wealth since 2002.
Click play to learn more about Financial Harvest Wealth Advisors.
How We Serve Our Clients
When it comes to wealth management, commonly financial advisors will offer to refer clients to other professionals for estate, tax and asset protection help with little or no commitment to ensuring the clients intentions are fulfilled with their entire wealth team aligned.
Our commitment to our clients:
- Meet collaboratively with our Professional Network Team comprised of experts in tax, estate and asset protection to review their specific situation and objectives to make recommendations for success. We know of no other advisor in the Central FL area, and less than 6% nationally, offering this Professional Network Meeting for clients to deliver comprehensive wealth management solutions.
- Bring back those personalized, specific recommendations to review with our clients and develop a plan of action to coordinate with either their existing professional within the tax, estate, or asset protection domain, or coordinate with one we work closely with. We ensure the other professionals hold our client’s intentions and strategies and provide needed documents, financial situations and collaborative knowledge to deliver solutions our clients need.
- Recurrently check on progress status on behalf of our clients and make sure the other professionals fulfill the strategies as intended by our clients. We take responsibility for the client’s achieving their desired outcomes in estate, tax and asset protection planning.
Our clients report that our commitment to their success coordinating with other professionals lowers their costs (time, energy and money), reduces risks of surprise breakdowns and provides better comprehensive wealth management solutions. This offers greater wealth for their families, continuity across generations and professionals, and peace of mind while living a life of significance.
Begin With a Client Discovery Meeting
We invite you to a Financial Harvest Wealth Advisors’ Client Discovery Meeting to talk about what’s most important to you:
- Which relationships are meaningful to you?
- What are your career objectives?
- What are your charitable interests?
- What are your values?
- What does living a good life mean to you?
Financial Services
Financial Harvest Wealth Advisors' services include:
Financial Harvest Wealth Advisors’ personalized services also include a professional network of hand-picked attorneys, CPAs, and insurance specialists collaborating with us on your behalf. Additionally, there are partnerships with concierge medical, business, and family service providers. This exclusive network enables a depth of capabilities that serve our clients. Read about all our services here.
(Click an image below to read more about each topic.)
Who Are Our Clients
Financial Harvest Wealth Advisors’ clients are thoughtful. They know what matters to them. They have relationships that are important to them. Their investment philosophy is disciplined. They’re purposeful. Their families, their lives, their businesses are established.
Financial Harvest Wealth Advisors’ clients are successful people who appreciate financial leadership throughout their lifetime:
- Family Business Owners
- The “Millionaire Next Door”
- Lockheed VPs & Directors
- Presidents of Companies
- CEOs/CFOs/COOs
- Generational Families
- Family Stewards
- Couples
- Widows
- Individuals
Our clients are knowledgeable and educated about their finances. Our clients can learn how to effectively adjust to a changing economic and political environment under the advisement of a skilled team of financial consultants working collaboratively on their behalf.
The Financial Harvest Wealth Management Consultative Process
The Financial Harvest Wealth Management Consultative Process provides clients highly-personalized, fee-based financial advice from fiduciaries. This guidance helps them to sustain their chosen lifestyles throughout the entirety of their lives, including decades in retirement.
A skilled team works continuously on your behalf so that you, your family, and your business can adapt to life’s ever-changing circumstances without fear.
Isn’t it time that you receive the financial guidance and structure that you need now for life, for your business, and for your family, and future generations?
Start your financial journey today
Contact Us
Visit Us
1091 W. Morse Blvd., Suite 200, Winter Park, Florida, 32789
Call Us
407-937-0707
Mon - Fri: 9 a.m. - 5 p.m.
Contact us
info@financialharvest.com
