Guiding Families
Towards Prosperity
When you entrust your financial planning to the correct wealth manager who leads a collaborative team of professionals, you gain the freedom to focus on what really matters… your family, relationships, support of meaningful causes, and the opportunity to make a difference in the world.
“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.
We do that by optimizing their success in their wealth, mitigating taxes, taking care of their loved ones, protecting their assets and impacting the charitable causes that are important to them.”
— David and Katie Witter
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 has been helping families, businesses, and individuals build and preserve wealth since 2002.
Meet the FHWA Team
Get Your Second Opinion
Your Wealth Management Team
Guiding families toward prosperity is a challenge that the Financial Harvest Wealth Advisors team (FHWA) wholeheartedly embraces. The wealth management relationship is built on intentional processes, financial management best practices, and the hands-on client education needed to navigate life’s ever-changing circumstances and events.
Wealth Management Services
The Financial Harvest Wealth Advisors team is committed to providing wealth management services in alignment with all of a client's intentions. We consult with clients and collaborate with expert professionals to deliver wealth management solutions that, in the past, only the super-wealthy could access.
ExploreWealth Management Services
Personal Wealth Services
The concerns of families with $1 million or more in investable assets are unique, so the FHWA approach is unique. Our methods are backed by research originating from over 3000 high-wealth families.
We focus on:
- Dedicated investment consulting
- Tax mitigation
- Wealth transfer
- Asset protection
- Maximizing charitable impact
- Retirement transition
- Client education
Business Wealth Services
Financial Harvest Wealth Advisors partners with business owners to help them design company financial assets, including benefits packages, talent development strategies and eventual exit monetization plans.
Services include:
- Succession planning
- Retirement plan design
- Company benefits coordination
- Recruitment strategy consulting
- Continuing servant leadership education
Extensive Professional Network
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, we have partnerships with concierge medical, business, and family service providers. This exclusive network enables a depth of capabilities that serve our clients.
Financial Harvest Wealth Advisors Clients
Financial Harvest Wealth Advisors clients are thoughtful and know what matters to them. Their families, lives, and businesses are established. They are purposeful, have relationships that are important to them, and their investment philosophy is disciplined.
Learn MoreAbout Our Commitment to Clients
Individuals and Couples The “Millionaire Next Door” Family Stewards VPs, Directors, and Presidents Servant Leaders C-Suite Executives Widows Family Business Owners
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?
ConnectWith an Advisor
One of our Financial Advisors will meet with you in person or via a Zoom call. You choose the option that is most convenient for you. Our time together will be relaxed and informative.
We’ll share insights with you about the 7 most important areas for producing success with wealth.
Throughout our meeting, we’ll be listening carefully to everything you tell us. We want to understand where you are now and what is most important to you for the future.
You’ll receive a comprehensive assessment of your financial situation, defining where you are now, the financial and family outcomes you are looking to attain, and the highest priority modifications to make to better position you for success.
Financial Education Resources
Financial education is a lifelong pursuit. In addition to fundamental financial education at different life stages, FHWA offers timely financial education resources in print, audio, and video formats.
Explore Resources
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Wealth Beyond the Win
Taking athletes beyond what is thought possible with their wealth.
We serve athletes who have experienced rewarding success in their sport but lack the time or financial expertise to give the same level of attention to their wealth that they devote to training, their teams, and their families.
