A complete list of active advisors currently associated with Harvest Horizon Wealth Strategies

Warmer can help you find a great advisor at Harvest Horizon Wealth Strategies or one who fits your needs even better.

Harvest Horizon Wealth Strategies provides wealth management, investment management, financial planning, and business consulting services, including valuations, expansion planning, and exit‑strategy work, to individuals as well as municipal, tribal, corporate, and other institutional clients. The firm is a fee‑only, single‑advisor registered investment adviser and delivers both discretionary portfolio management and written financial plans. The firm combines Modern Portfolio Theory–based asset allocation with a mix of passive and active investment vehicles, the use of Outside Managers and model portfolios (including participation in the Altruist Model Marketplace), and discretionary trading conducted through a wrap fee program offered by the adviser. For business and institutional engagements, Harvest Horizon uses proprietary analytical platforms (EnterpriseOne for business clients and CivicOne for municipal clients) to perform scenario analysis, multi‑year budgeting, and valuation modeling that feed into client recommendations. Compared with many independent solo advisers, Harvest Horizon’s ongoing work for municipal and other institutional clients and its role as a wrap fee program sponsor are uncommon features for a firm of its size. The firm also provides educational outreach (periodicals/newsletters and seminars/workshops) and packaged business consulting engagements supported by its proprietary tools, a combination not typically found among peers focused primarily on individual retail clients.

To learn more about the advisors currently working at Harvest Horizon Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jose Alvarez	Amery, WI	5

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support