Guiding Families Towards 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.
Click play to learn more about Financial Harvest Wealth Advisors.
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 icon below to read more about each topic.)
— 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:
- Family Business Owners
- The “Millionaire Next Door”
- Lockheed VPs & Directors
- Presidents of Companies
- Generational Families
- Family Stewards
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?
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?