Financial Harvest Wealth Advisors’ Commitment to You
Financial Harvest Wealth Advisors is committed to guiding families toward prosperity. Our fiduciary care provides clients with a peace of mind and the freedom to live a good life.
From the very first meeting with Financial Harvest, our wealth advisors lead you through our Wealth Management Consultative Process.
Consultative approach means much more than information sharing.
We go deep to understand our clients’ intentions to live an amazing life of significance. This affects the people they love, the causes they care about, and the ability to make a difference. We then continuously share assessments of their current situation, and lead them through strategies to move towards fulfilling their intentions… no matter the ever-changing circumstances.
Our Process provides a structure to ensure that clients address the five most important financial concerns of successful families. Our clients tell us that this leads them to experience a sense of purpose, peace of mind and confidence as their interests and concerns are at the center of all we do.
By the end of the process, you’ll know how we will shape your future to fulfill your intentions through the management of your finances.
Financial Harvest develops a client wealth management relationship built upon intentional processes, financial management, and the education needed to navigate life’s ever-changing circumstances and events.
We consult with clients and collaborate with expert professionals to deliver wealth management solutions that in the past, only the super-wealthy could access.
Located in Winter Park, Florida, since 2002, Financial Harvest Wealth Advisors can help you gain the confidence so that you will have the financial stability to achieve what you want and need, now and throughout the entirety of your life and legacy.
Our Wealth Management Process provides planning for sustained protection and growth of your wealth for you, your family, your business, and your future.
Financial Harvest Wealth Management Consultative Process
Access to Our Professional Network
Finally, when you become a Financial Harvest Wealth Advisors client, a Professional Network Meeting is led by David Witter on your behalf with a group of top experts to review your needs in:
Transparency in Investing
“You’ve probably heard the phrase, ‘you have eat your own cooking’,” principal and wealth advisor Katie M. Witter said. “In our case, that’s true. The way that we invest for our clients, is the way that we invest for our own retirement and family. David and I also have Regular Progress Meetings to ensure we’re on the right track with tax planning, protecting assets, all the areas we address with our expert team. We do what we say in the most straightforward way.”
Financial Harvest Investment Services
Financial Harvest Wealth Advisors Founder and CEO David A. Witter is a CERTIFIED FINANCIAL PLANNER™, and a Certified Succession Planner™. David explains that the most successful individuals and families make wise financial decisions using investment strategies to support a quality of life that’s important to them. Financial Harvest addresses the five concerns of the affluent:
Top Financial Concerns
This philosophy is backed up by research that came from 3,000 families, each with $1 million or more in investable assets, who were asked, “What are your top financial concerns?”
Financial Harvest Wealth Advisors serves approximately 150 local, national, and international clients and is entrusted with over $165 million in asset management. David A. Witter, Katie M. Witter, Kellen Williams, and Lauren Cleeveley are fiduciaries for clients, governed by the highest level of legal standards, providing care and trust for client assets and concerns.
The Top 7 Financial Concerns of the Affluent
No. 1: The first concern is to make wise investment decisions through investment consulting over many decades to maintain a lifestyle throughout their entire life.
No. 2: The second concern is to mitigate taxes and keep more of what they earn, save and invest.
No. 3: The third concern is to transfer wealth to loved ones effectively and efficiently:
- Effectively means it goes to the right person, at the right time, using the right methodology, without ruining work ethic.
- Efficiently means avoiding taxes and probate costs.
No. 4: The fourth concern is asset protection: protecting assets from being unjustly taken through catastrophic loss or litigation.
No. 5: The fifth concern is to maximize charitable impact for both you the giver and the causes that matter to you.
No. 6: At Financial Harvest, we add a sixth concern and we call it retirement transition. There are situations that only appear when someone is pivoting into retirement.
No. 7: And then, the last but not least, is our seventh concern which is client education. This is especially important for our clients with high net worth as it provides confidence and continuity in maximizing their probability of their success.