We are a financial advisory practice that maintains strict standards of integrity and professionalism. We believe strongly in putting our clients’ needs above our own and work closely with them to provide objective, tailored solutions that help enhance their lives. Our services extend beyond traditional wealth management and financial planning.

Wealth Management Services Offered by Harvey Investment Management, Inc.

Estate & Financial Planning

• Education and retirement planning

• Family gifting

• Generational education programs

• Succession planning

Family Office & Executive Banking

• Bill pay

• Cash management

• Checking accounts

• College funding

• Document management

• Health care and insurance resources

• Investment banking and business valuation services

Investment Management

• Alternative investment solutions

• Asset allocation

• Consolidated reporting

• Customized investment strategies

• Portfolio management

• Risk management

• Tactical deployment

Lending Solutions

• Financing strategies

• Highly competitive lending rates via our custodian

• Referral relationships in place for non-custodian lending solutions

Philanthropic Strategy & Planning

• Charitable planning

• Donor advised funds

• Family foundations

Tax Management

• Estimation of gains and/or losses on taxable accounts

• Estimation of returns for alternative investments

• Proactive harvesting of losses across investments

• Tax summaries, 1099s, and K1s provided to clients and CPAs

Would You Like to Discover the Differences Our Clients Experience When Working With Us?