Wealth Enhancement

Taking advantage of opportunities and avoiding fear-based investing is easier with a partner who understands market trends and economic patterns. These are examples of how FHWA clients were able to enhance their wealth with savvy asset management.

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Case Studies & Success Stories
Success Story
Living Your Best Life
Tax Mitigation
Wealth Enhancement

Tax-Savvy Second Home

A husband and wife wanted to purchase a second home to enjoy for decades but to ensure that their process was well-planned and tax-savvy.
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Success Story
Wealth Enhancement

Maximizing Employer Benefits

Our client began working with Financial Harvest Wealth Advisors in February 2022, one year before her planned retirement. In her final year, we recommended adjusting her 401(k) contribution percentages to take advantage of both pre-tax, Roth, and after-tax treatment.
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Success Story
Wealth Enhancement

Stability Amid Fear and Chaos

During the COVID-19 downturn in the spring of 2020, Financial Harvest generated over $3.9M of tax losses in our clients’ taxable accounts while swapping positions to remain fully invested to capture market growth.
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Success Story
Wealth Enhancement

Roth Conversions Amid Fear and Chaos

Roth conversions when the market was suppressed by the pandemic.
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Success Story
Wealth Enhancement

Seizing Opportunities Amid Fear and Chaos 

The client began working with Financial Harvest in March 2020, during the market drop of COVID-19. Despite the uncertainty of the economic and financial environment, the client leaned into the agreed-upon investment plan and invested $100k in his brokerage account the day after the COVID market bottom.
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Success Story
Tax Mitigation
Wealth Enhancement

Maximizing Employer Benefits 

Our client is currently in the top tax bracket in a high-paying position at Lockheed Martin.
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Success Story
Retirement
Wealth Enhancement

Pre and Post Retirement Planning for Efficient Withdrawals

Our client began working with Financial Harvest Wealth Advisors in February 2022, one year before her planned retirement from Lockheed Martin.
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Success Story
Living Your Best Life
Wealth Enhancement

Maximizing Charitable Impact

Our client had long-held, highly appreciated assets; some legacy assets were inherited from her mother, and some were acquired with her late husband over time.
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Related Resources

Financial News and Education from FHWA
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LMCO: Best Practices for using LTI and MICP

Gain clarity on the complex decisions surrounding your executive compensation and benefits.
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LMCO: Optimizing Your Executive Benefits

On-demand webinar covering advanced strategies to optimize executive benefits for LMCO Senior Leaders.
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Episode
Josiah Martin hosting Plant Harvest Prosper Podcast

Episode 43: The Health Savings Account – The Only Triple Tax Free Account

In this month’s episode of Plant. Harvest. Prosper., Financial Harvest Investment Advisor and Portfolio Manager Josiah Martin uncovers what might be the most underused tool in personal finance: the Health Savings Account (HSA).
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Episode
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
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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
David Witter Founder and CEO FHWA guest of Plant Harvest Prosper Podcast

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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