A complete list of active advisors currently associated with Harvestwise Wealth Planning
Warmer can help you find a great advisor at Harvestwise Wealth Planning or one who fits your needs even better.
HarvestWise Wealth Planning is an independent, state‑registered advisory firm that serves individuals, small businesses, trusts, estates, high‑net‑worth clients, charitable organizations and other institutional clients. The firm offers comprehensive portfolio management, financial planning (Core and Advanced), estate‑document facilitation via a third‑party platform, donor‑advised fund oversight, and sub‑advisory or third‑party manager arrangements. The firm combines ongoing investment management with client‑centered financial planning, offering discretionary authority when agreed and coordinating planning work with clients’ tax, legal and other outside professionals. It monitors and rebalances portfolios, manages held‑away assets such as 401(k) accounts, 529 plans and HSAs through third‑party platforms, and may delegate portions of portfolio implementation to third‑party money managers while retaining oversight. Compared with many independent, solo advisory practices, HarvestWise offers several less common capabilities: it works with charitable organizations and donor‑advised funds, provides ERISA retirement‑plan services including limited 3(21) advice and full 3(38) investment manager roles, and provides pension consulting and profit‑sharing plan support. Firm representatives are also licensed insurance agents and real‑estate agents, the firm discloses relationships with insurance and broker networks and third‑party platforms, and its advisors hold philanthropy and fiduciary credentials (e.g., CAP, AIF, CRPC), which align with its focus on charitable and institutional plan work.
To learn more about the advisors currently working at Harvestwise Wealth Planning, 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 |
|---|---|---|
Escondido, CA
| 17
|
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