January

12 – Annual Team Summit Meeting
27, 30 – Nest-Ed Retirement Planning Today Course at Rollins College

February

3, 6 – Nest-Ed Retirement Planning Today Course at Rollins College
15 – Coffee Talk at Winter Park Community Center
20, 26, 28 – Wealth Creation Today Adult Education Course at Rollins

March

4 – Wealth Creation Today Adult Education Course at Rollins College
11 – Schwab Lunch and Learn at FHWA Office
15 – Danica Bolton passes CFP® exam

April

9 – FHWA Quarterly team meeting
16 – Coffee Talk at Winter Park Community Center
20, 23, 27, 30 – Nest-Ed Retirement Planning Today Course at Rollins College

May

9 – Women’s Event at Hannibal’s

June

20 – Preparing Your Home For Sale with Mary Stuart Day Webinar

July

12 – Quarterly Team Meeting

August

12, 19, 20, 27 – Wealth Creation Today Adult Education Course at Rollins

September

18 –The Dimensional Difference – Webinar
28 – Nest-Ed Retirement Planning Today Course at Rollins College

October

1, 5, 8 – Nest-Ed Retirement Planning Today Course at Rollins College
1 – Presentation at One Florida Bank’s business owner & executive breakfast
7 – FHWA Quarterly team meeting
22 – Coffee Talk at the Winter Park Community Center

November

14 – Celebration of Gratitude, hosted by the Witters
16 – Josiah Martin passed his Series 65 & became an Investment Advisor Representative

December

11 – David attends the Dimensional Funds Ultra High Net Worth Conference
12 – FHWA Team gathers at the Aflond Inn with spouses and significant others to reflect on a year of blessings & exchanges gifts, gratitude, and laughter

Recent Financial Harvest Wealth Advisors Client Achievements

Keep ReadingClient Success Stories

Roth
Conversions

Over $300,000 in clients’ IRA assets converted to Roth accounts in 2024. Our clients’ earnings will continue to grow tax-free for decades, and their future distributions will be non-taxable.
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charitable
contributions

$1,279,153 consisting of Qualified Charitable Donations, gifting of appreciated assets, and contributions to Donor Advised Funds in 2024.

tax loss
harvesting

We captured $7,469,541 in losses for our clients since January 1, 2020. These losses that we intentionally harvest can be used to offset future gains, thus mitigating taxes for several years in the future.

Celebration of Gratitude

At the 2024 Celebration of Gratitude in November, $13,828 was given to Lighthouse Central Florida. The total amount with FHWA match is $16,428. Lighthouse Central Florida provides services for children, teens, and adults who are blind or visually impaired to lead fulfilling and successful lives. We were able to make gifts to 11 different charities for a total of $39,428.
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2024 In Numbers

Guiding families toward prosperity year after year.
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Charitable
Contributions

$1,000,000
Total since 2020
  1. 2024
    $1,280,000
  2. 2023
    $1,300,000
  3. 2022
    $1,067,617

Roth
Conversions

$1,000,000
Total since 2020
  1. 2024
    $357,189
  2. 2023
    $2,896,915
  3. 2022
    $819,771

Tax Loss
Harvesting

$1,000,000
Total since 2020