Financial Harvest Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Harvest Wealth Advisors serves individuals and families—ranging from non‑HNW to high‑net‑worth clients—and manages roughly $557 million in client assets with a six‑advisor team and about 320 client relationships. The firm offers comprehensive wealth management services, including discretionary portfolio management, portfolio monitoring with third‑party managers, financial planning, and adult education workshops.
Advice is organized around a written investment policy and a multi‑step consultative Wealth Management process that combines investment consulting, advanced planning, and relationship management. Investment implementation emphasizes strategic asset allocation grounded in modern portfolio theory and multifactor thinking (market, size, value), primarily using mutual funds, unit investment trusts, fixed income and, where appropriate, ETFs or private offerings.
Noteworthy distinctions include an affiliated insurance activity: a firm principal is licensed to place life, health and fixed‑annuity products and the brochure discloses the potential for commission‑based insurance sales and related conflicts, while insurance specialists are also integrated into the firm’s Professional Network for advanced planning. The firm also highlights its custodial relationship with a major custodian and the receipt of related economic benefits, and it combines a relatively concentrated advisory team and material AUM with structured advisor oversight of third‑party portfolio managers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Up to $10,000 flat fee for coordinated financial planning
$0 - $500,000: 1.35% $500,000 - $1,500,000: 0.95% $1,500,000 - $2,500,000: 0.90% $2,500,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000+: 0.50%
Negotiable hourly rate up to $400 per hour for targeted financial planning
Account minimum: $370,000 Minimum fee: $5,000 minimum annual fee ($1,250 billed quarterly), may be waived or reduced
Main office
1091 West Morse Boulevard, Suite 200
Winter Park FL 32789
Advisors at this office
7
Most active in
Florida
Also doing business as
Financial Harvest Wealth Advisors · Financial Harvest, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Samson S
Series 65
Winter Park, FL
Financial Harvest Wealth Advisors
Samson Streachek is a financial advisor at Financial Harvest Wealth Advisors in Winter Park, FL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Financial Harvest, Samson worked at Universal Destinations & Experiences and has experience in consulting and other industries. Financial Harvest Wealth Advisors serves individuals and families across a broad range of wealth levels, managing approximately $557 million in client assets with a team of six advisors. The firm provides comprehensive wealth management services grounded in a consultative process and emphasizes strategic asset allocation using various investment vehicles.
Nancy W
Series 65
Winter Park, FL
Financial Harvest Wealth Advisors
Nancy Witter is a financial advisor at Financial Harvest Wealth Advisors with 24 years of industry experience. She holds a Series 65 designation and has been with Financial Harvest, LLC since 2009. Outside of her advisory role, she co-manages a non-investment property management business with a family member. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, offering comprehensive wealth management through a consultative process focused on strategic asset allocation and advanced planning.
Danica B
Series 63, Series 65
Winter Park, FL
Financial Harvest Wealth Advisors
Danica Bolton is a financial advisor at Financial Harvest Wealth Advisors with eight years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Charles Schwab & Co., Inc. from 2016 to 2019 before joining Financial Harvest in 2019. Financial Harvest Wealth Advisors serves individuals and families across a range of net worth levels, managing approximately $557 million in client assets. The firm provides comprehensive wealth management services through a multi-step consultative process emphasizing strategic asset allocation and a disciplined investment approach.
David W
CFP®, Series 66
Winter Park, FL
Financial Harvest Wealth Advisors
David Witter is a CFP® with 23 years of industry experience and has been with Financial Harvest Wealth Advisors since 2005. He is licensed as an independent insurance agent, selling life, health, and annuity insurance products alongside his advisory role. Financial Harvest Wealth Advisors serves individual and high-net-worth clients, offering wealth management through discretionary portfolio management, financial planning, and advanced planning services. The firm follows a structured, consultative process and emphasizes modern portfolio theory, utilizing mutual funds, unit investment trusts, fixed income, ETFs, and private offerings in portfolio construction.
Nicole H
Series 65, Series 66
Winter Park, FL
Financial Harvest Wealth Advisors
Nicole Halweg is a financial advisor with Financial Harvest Wealth Advisors in Winter Park, FL, holding Series 65 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Grace Church Orlando and StudioBuell. Financial Harvest Wealth Advisors manages approximately $557 million in client assets for a diverse client base, offering comprehensive wealth management through a consultative process that integrates investment consulting, advanced planning, and relationship management. The firm emphasizes strategic asset allocation based on modern portfolio theory and multifactor analysis.
Kellen W
CFP®, Series 66
Winter Park, FL
Financial Harvest Wealth Advisors
Kellen Williams is a CFP® with nine years of industry experience. He has been with Financial Harvest Wealth Advisors since 2018 and previously worked at Charles Schwab & Co., Inc. from 2016 to 2018. Outside of advising, he has contracted as a model with Bailey's Entertainment Group since 2019, dedicating a small portion of his time to this activity. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels with comprehensive wealth management services. The firm employs a consultative wealth management process and emphasizes strategic asset allocation based on modern portfolio theory, managing approximately $557 million in client assets through a team of six advisors.
Grady W
Series 65
Winter Park, FL
Financial Harvest Wealth Advisors
Grady Windham is a Series 65-credentialed advisor at Financial Harvest Wealth Advisors with one year of industry experience. His prior work includes roles at The Bank of New York Mellon, the Naval Air Warfare Center Training Systems Division, and four years with 4 Rivers Smokehouse, LLC. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, managing approximately $557 million in client assets. The firm offers comprehensive wealth management through a multi-step consultative process, emphasizing strategic asset allocation and disciplined investment implementation.
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