For Individuals
Personalized wealth and financial planning grounded in clarity, not jargon — whether you're building your first investment strategy or planning for retirement, education funding, or legacy.
Learn more about For Individuals services
Wealth · Business · Strategy
Harvest Strategic Solutions — coordinated wealth and business strategy. Where wealth is cultivated,
and strategy takes root.
A coordinated approach to personal wealth, business strategy, and the financial decisions that connect them — built around the people we serve.
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For Individuals & Families
For Businesses & Nonprofits
English · French · Spanish · ASL
Federal Grant Pilot — Fall 2026
Unlocked Financial Futures
We're proud to lead Unlocked Financial Futures, a federal grant program bringing financial literacy education to communities nationwide. The pilot launches Fall 2026.
Who We Serve
Two audiences. One coordinated plan.
We tailor every engagement around your specific goals — whether that's your family's financial future or your business's next stage of growth.
For Businesses & Nonprofits
A full-service consulting team covering business coaching, marketing strategy, accounting and tax advisory, and legal guidance — so you get coordinated, expert support instead of piecing together separate vendors.
Learn more about For Businesses & Nonprofits servicesWhat We Do
Five practices. One strategic plan.
Wealth Management & Financial Planning
Holistic planning, investment strategy, retirement, education, protection, and legacy — for individuals and families.
Business Coaching & Consulting
One-on-one strategic coaching that quarterbacks your full plan across financial, marketing, legal, and accounting decisions.
Marketing Strategy & Consulting
Brand positioning, digital strategy, channel selection, and campaign performance review.
Accounting & Tax Advisory
Tax planning, financial analysis, entity structuring, and cash flow strategy.
Legal Advisory for Businesses
Contract review, regulatory compliance, formation and governance, and strategic legal insight — advisory only.
Why Harvest Strategic Solutions
What sets our practice apart.
Credentialed, Multidisciplinary Team
A network of CPAs, licensed attorneys, and marketing strategists from respected firms across accounting, law, and brand strategy.
One Point of Contact
A single advisor quarterbacks your plan — pulling in the right specialist at the right time, instead of leaving you to coordinate vendors.
Research-Informed Approach
Our lead advisor's doctoral research at Columbia University in financial education directly informs how we structure coaching and track outcomes.
Multilingual Service
We serve clients in English, French, Spanish, and American Sign Language (ASL).
Our Approach
A coordinated process, made personal.
Step 1
Listen first
Every engagement starts with understanding where you are and where you want to go — personal or business.
Step 2
Build one coordinated plan
We quarterback your plan — bringing in the right expert at the right time while keeping the full picture in view.
Step 3
Measure real progress
Structured assessments track real outcomes — not just advice that walks out the door.
Step 4
Stay accessible
We meet clients in-person or virtually, in English, French, Spanish, and ASL.
Ready to build a plan that actually works together?
Begin with a complimentary consultation. We'll listen, learn, and outline what a coordinated plan could look like for you or your business.
Schedule a Free Consultation