Broker Check
Book A Discovery Call

Providing comprehensive, private wealth management and financial advisory services in Iowa

Book a Free 15-Minute Discovery Call
You want to be able to enjoy the fruits of your labor after years of saving for retirement.

You want to be able to enjoy the fruits of your labor after years of saving for retirement.

Getting your retirement investments on track to help support you in your next chapter of life is essential. But finding someone you can trust to manage your hard-earned money can be challenging.  

DIY investment solutions might be tempting—but often leave you frustrated and waiting on hold. What happens when life changes? Do you want a cookie-cutter portfolio generated by an algorithm—or one that has been individually designed by a qualified professional advisor who is keenly aware of your unique financial situation? 

Without the right ongoing guidance, poor financial decisions could be costly and carry long-lasting consequences. 

You—and your retirement savings—should be treated like a human, not just a number.

You—and your retirement savings—should be treated like a human, not just a number.

Oftentimes, your retirement investments represent your largest financial asset and the culmination of hard work and dedication to your craft over a lifetime. Hiring a qualified, collaborative advisor to manage those hard-earned assets, and develop a comprehensive written plan to follow, will afford you the time and confidence to retire with a purpose and begin to craft your legacy.

At Harvest Point Wealth Management, our financial advisors care about YOU—who you are, what you’re passionate about, and where you’re going—and we want to come alongside you, providing comprehensive, private wealth management and financial advisory services as you journey to, and through, retirement.

Ready to start the journey toward financial freedom in retirement?

Get Personalized, Independent Financial Advice

  With state-of-the-art financial planning tools, access to more than 6,000 funds, and a partnership with the nation’s largest independent broker-dealer, we’ll work with you face-to-face to create, implement, and monitor your comprehensive financial plan that’s tailored to your unique goals.


*As reported by Financial Planning magazine, 1996-2022, based on total revenue

Work With Real, Human Experts

  With an annual client retention ratio of over 99%, our personable, caring team has over 70 years of combined experience serving clients all over the country. We’re always just a non-1-800 number phone call away whenever something comes up. Or better yet, stop by our office!

Gain Back Time and financial confidence

You’ve worked for a lifetime to get to this point. Now leave the financial planning to the specialists and spend your retirement living on purpose, doing the things you care most about, and not worrying about the ever-changing financial markets each day.

Don’t chart your retirement course alone, constantly worrying and wondering if you’ve made the wrong decisions with your hard-earned money. 

Book a call with Harvest Point Wealth Management today, and take the first step in gaining back time, confidence, and your financial future, freeing yourself up to focus on what matters most to you during this next phase of life.

Book a Free 15-Minute Discovery Call

Ready to start the journey toward financial freedom in retirement?

1. Book a Free 15-Minute Discovery Call

1. Book a Free 15-Minute Discovery Call

Book a free, no-obligation call with us, and we’ll take the time to listen to you—your unique situation, your concerns, and your questions—to determine whether we’re the right fit for your needs.

2. Build Your Plan

2. Build Your Plan

Gain access to your dynamic, personalized financial website—a one-stop shop for your financial life— as you gather the necessary data for our detailed analysis that will serve as a blueprint to guide you to and through retirement.  

3. Retire On Purpose 

3. Retire On Purpose 

Gain back your time and financial confidence and start living out your retirement on purpose, focusing on what matters most to you. Leave the financial planning to the qualified professionals. Let us regularly report back to you on your progress, suggesting new ideas as life changes and markets shift.

Book a Free 15-Minute Discovery Call
About Harvest Point Wealth Management

About Harvest Point Wealth Management

We take care of our clients so they can take care of what matters most to them. With over 70 years of combined experience serving clients in Des Moines and all around the country, we exist to serve as your professional advisors, empowering and equipping you to best steward your time, talents, and treasures.