Family Wealth

Read stories of Financial Harvest Wealth Advisors clients passing on wealth and financial know-how to family members.

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Continuity
Family Wealth

Preparing the Next Generation 

A husband recently received a large lump sum distribution from his company’s buyout. He wanted to strengthen his family’s financial literacy in the event he predeceases them.
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Success Story
Continuity
Family Wealth

A Family’s Sudden Loss of Husband and Father

Our client’s husband passed unexpectedly in the summer of 2020.
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Success Story
Asset Protection
Family Wealth

Protecting Assets for Me and My Family

The clients have two sons in their mid to late 20s living at home with them. They wanted to encourage the sons to take more initiative and get on their feet.
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Financial News and Education from FHWA
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Navigating Market Volatility

Episode 37: Navigating Market Volatility amid Trade Tensions and Tariffs

In our 37th episode, Kellen Williams, Principal Wealth Advisor at Financial Harvest Wealth Advisors, returns to discuss a topic that’s top of mind for many investors: how to navigate today’s market volatility.
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Episode 36: Stock Market Pessimism Sounds Smart; Optimists Make Money

In the 36th episode of the Plant. Harvest. Prosper. podcast, Josiah Martin tackles an age-old investment tension—optimism vs. pessimism—and how it impacts long-term success in the markets.
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Episode 29: Why does Estate Planning Matter? Do I need a Trust?

In the 29th episode of The Plant. Harvest. Prosper Podcast, host Kellen Williams discusses the importance of estate planning.
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