Guiding Families Toward Prosperity
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™, and Katie M. Witter, principal and wealth advisor, and a Certified Succession Planner™. Financial Harvest Wealth Advisors have been helping families, businesses, and individuals build and preserve wealth since 2002.
Financial Services
Financial Harvest Wealth Advisors’ services include:
“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
How We Serve 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.
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.
Our Clients Begin With Six to Seven Figures in Investable Assets
Financial Harvest Wealth Advisors’ clients are successful people who appreciate financial leadership throughout their lifetime:
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:
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?
Get In Touch With Us
Visit Us:
Call Us:
Mon - Fri: 9 a.m. - 5 p.m.