At Harvest Point Wealth Management, we believe that every individual, family, and business deserves a tailor-made financial roadmap, one that aligns with your unique dreams and aspirations. Whether it's planning for retirement, stewarding your wealth, funding a child's education, or crafting gifting strategies, our team at Harvest Point Wealth Management stands committed to providing unparalleled guidance and support.

As we help our clients plan for the future, we'd like to share "real life" stories, unique strategies, and timely information to act upon. As it applies, identities will be changed for confidentiality purposes; however, the details of the stories will remain authentic.

With years of expertise and a team of seasoned financial advisors, Harvest Point Wealth Management has been a valued resource for countless individuals and organizations. We hope that these experiences will help you stay vigilant, educated, and well-equipped to navigate your way through any number of different financial occurrences or challenges that you may face on a daily basis.

What's your next Harvest Point? How can we help you get there? 

Book your discovery call today! 

Wednesday, September 27, 2023

In the present political climate, we feel there is around a 75% chance of a government shutdown happening with the divisions that exist between factions in the House of Representatives, not to mention the divide between Senate...

Tuesday, September 12, 2023

Over the years there has been an increasing number of fraud and cybersecurity scams taking place. We finally have some good news.

Tuesday, September 12, 2023

We have experienced a noticeable increase in calls from clients this year about scams and fraud attempts that they have experienced in their every day lives. Fortunately, none of those attempts dealt wit unauthorized access to their...

Monday, September 11, 2023

The word's biggest economy is leaving its peers ever further in the dust.

Wednesday, September 6, 2023

Many Medicare recipients don’t realize how even one dollar of extra income can affect their premiums. Premiums go up as income increases but there is another factor.

Show All

Friday, September 1, 2023

As we journey through life, our housing needs and preferences evolve, especially as we age. Whether you're planning for your retirement years or assisting a loved one in their golden years, it's crucial to understand the various housing opt

Friday, August 18, 2023

You are rich. No, seriously. By global standards, you are rich.  Let me explain.

Friday, August 18, 2023

As you may have heard, a widely used company within the insurance and investment industry called Progress Software recently announced that a vulnerability was discovered in its file-transfer application, MOVEit Transfer.

Friday, August 18, 2023

Your home improvements could now come with a larger tax credit.  By: Collin Miller Harvest Point Wealth Management Great news for homeowners! If you're planning to make energy-efficient improvements to your home, you may be...

Thursday, August 17, 2023

Given the increasing cybersecurity risk that is present in today's digital age, it is not a matter of "if" you will fall victim to a scam, but "when."

Tuesday, August 15, 2023

LPL Research Midyear Outlook 2023 provides a comprehensive analysis of key themes, offering valuable insights to investors seeking to understand the current economic landscape, identify investment opportunities, and manage potential risks.

Saturday, July 15, 2023

Add a trusted contact person to your accounts today.