Your life story is ever-evolving

As it unfolds, the plot will change – people will come and go and time will march on. Our clients come to us with a variety of needs, questions, and challenges –transitioning ownership of a business, sustaining a comfortable lifestyle in retirement, and managing an inheritance to name just a few.

Wealth and investment management

Harvest Capital specializes in wealth and investment management services, business transition planning, and for those who have achieved significant wealth, we offer family office services. We are a privately-owned firm that believes in promoting family continuity, educating family members about financial matters, and managing the “business of the family,” while protecting and growing assets.

We help people attain life goals, as well as financial objectives – while maintaining a sustained, comfortable lifestyle for you and your loved ones.

We help you write the next chapter in your life’s story.

You are the main character

Ten years ago, where you thought you'd be today may be a far cry from where you are, or you may be precisely on target. The point is, all narratives evolve in their own unique way. No two are the same.

Yours may comprise a large cast of characters – spouse, family and close friends, business partners – and include many plot twists and turns. You may be the leader of a family business, the beneficiary of an estate, or a corporate executive. We recognize that your history, your goals and dreams for the future, are unique and personal, and because we are independent, we are free to help write the story that truly reflects your goals.

As your story evolves, things change

Perhaps your grandparents founded a business and passed it to your parents, who later transitioned it to you. You’ve grown the business and achieved success, and now you’re considering what’s next. Our team of professionals has the expertise to help you confidently transition your business and turn the page to your next adventure.

Or maybe you’ve reached the point in life where your children have graduated and married. You delight in your grandchildren, and begin to imagine life in retirement. How will you share your hard-earned wealth with your family, and who will you trust to manage it to realize the life you envision?

Perhaps you’ve inherited wealth from a loved one, and you’re not sure what to do. Your dream is to live comfortably, travel and support in a meaningful way the causes that you are passionate about. We understand. We’re passionate, too – about helping our clients define and reach their goals, about our team and our families, and about our community.

Regardless of the catalyst that led you to us, we listen closely to understand how you define success and create a financial strategy to help you flourish financially as you continue life’s adventure.

Every family experiences milestones

Many are anticipated and joyous, some are not. Planning is essential, but discussing family matters can be daunting to even the most harmonious family because money and emotions go hand-in-hand.

Harvest Capital helps you navigate the ‘human’ side of wealth management. Family relationships are at the core of financial goal-setting, and clients turn to us as trusted advisors to craft strategies around their common family values and goals.

You've "arrived"

And Harvest Capital can help you write the next chapter in your life story.

We offer conflict-free wealth management and family office services to discerning clients throughout the country, and help business owners transition their companies to the next generation or third parties. But more than that, we invest in your family – we learn who you are, what your financial goals and life dreams are. Our relationship helps you prosper as your life story unfolds.

Without continual growth and progress, such words as improvement, achievement, and success have no meaning.

—Benjamin Franklin

We invite you to explore our website to learn more about our team and our services, and we invite you to call us at 603-224-6994 to discuss your specific needs and questions. We look forward to speaking with you.