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
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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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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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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Wealth Enhancement

Roth Conversions Amid Fear and Chaos

Roth conversions when the market was suppressed by the pandemic.
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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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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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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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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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