Giving Back

Client Centered

Running a business is about more than profit and loss. Those things are important, but it’s equally important to support and be a part of the communities we serve. 

Just like you, we want the fruits of our labor to leave a legacy that matters in our local community. That’s why generosity is one of our core values, and why we make giving back an integral part of our practice.

Our Process
Our History
Our Values
Our Resources
How We Give Back

How We Give Back

• Each quarter, our team puts down their pencils and calculators for an afternoon and goes onsite to volunteer their time and talents to a local charitable organization or ministry.  

• We regularly give financially to organizations doing important work within the communities where our clients reside. 

• At many of our client appreciation events each year, we invite a local non-profit organization to be our charity partner, allowing them to spread awareness about their important mission. We have been honored to provide a gift to each of these partner organizations in conjunction with the event. 

• In 2023, in response to client requests, Harvest Point® held its inaugural Volunteer Fair for clients and their families, inviting six local, quality organizations to set up informational booths at our office and provide education about opportunities to volunteer. We had a wonderful response and look forward to making this a regular event.

• We regularly work with clients to provide counsel regarding gifting and legacy strategies.

Organizations We Support

Why We Hope You Give Back Too

Why We Hope You Give Back Too

According to the Mayo Clinic, research shows that people who volunteer…

• Report better physical health than non-volunteers.
• Have lower rates of depression and anxiety, especially for people 65 and older.
• Have reduced stress levels, further decreasing the risk of many physical and mental health problems, such as heart disease, stroke, depression, anxiety, and general illness.
• Report feeling a sense of meaning and appreciation.
• Have lower mortality rates than those who do not volunteer.

We are proud to support local charities and charitable events. To learn more about the organizations we support and discuss your financial goals, contact us today!

Thank you!
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Harvest Point Wealth Management and LPL Financial are not affiliated with any other entities referenced.