A complete list of active advisors currently associated with Harvest Wealth Design & Management, LLC
Warmer can help you find a great advisor at Harvest Wealth Design & Management, LLC or one who fits your needs even better.
Harvest Wealth Design & Management, LLC is a state-registered investment adviser that offers a range of services including comprehensive financial planning, investment management, investment consulting, and periodic financial reviews for individuals, trusts, estates, charitable organizations, corporations, and businesses. Although the brochure describes client-facing planning services, the firm’s disclosures show it manages discretionary assets (approximately $3.43 million) and operates in a manager capacity that can include pooled or third‑party managed arrangements. The firm documents client objectives in written investment policy statements and provides ongoing monitoring and semi‑annual updates, while using fundamental analysis and a mix of strategies that may include long‑term and short‑term equity holdings, options, margin, and periodic rebalancing. HWDM also recommends and oversees third‑party managed account programs (working with unaffiliated sub‑advisors and platforms) and offers implementation‑oriented investment consulting separate from comprehensive financial planning. Several features in the brochure are atypical for peer investment managers: the firm’s principal maintains an active law practice and an affiliated law firm, and the adviser also has an ownership interest in an insurance agency and is a licensed insurance producer, creating disclosed potential conflicts of interest. The firm additionally provides complimentary newsletters and educational seminars/workshops, offers hourly and project planning engagements, and periodically selects or refers clients to other advisers with disclosed fee arrangements — all practices that are less common among firms in this category.
To learn more about the advisors currently working at Harvest Wealth Design & Management, LLC, 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 |
|---|---|---|
Las Vegas, NV
| 9
|
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