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.
Client LoginsAccess to financial service portals and financial planning tools for clients
Client Success StoriesStories of individuals and families positioned to focus confidently on their lives
Wealth Management ServicesA Consultative Process, informed by the top concerns of successful families
Business ServicesPartnering with business owners to align business and personal objectives
Meet the FHWA TeamSince 2002
Guiding Families Toward Prosperity
Guiding Families Toward Prosperity
Contact UsBegin your journey
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 provides clients with 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?
