We enjoy helping our clients with their wealth management needs, whether they have been investing for many years or have complex, evolving financial lives. Our team is honored to become a part of our clients’ lives and we respect and understand that everyone has different financial needs and goals.
We strive to protect people from falling victim to predatory advice; we’ve seen it happen far too often over the years. Whether you’ve worked with an advisor who: doesn’t have enough training to serve competently, receives hidden commissions to sell certain products, or has offered you an investment opportunity with hidden catches, no one on our team wants to see you lose the legacy you’ve been working so hard to build.
Whether you are running your own business or managing family finances is beginning to feel just as complicated, you can trust our team to help. As much as we monitor the markets, we don’t forget the people behind the numbers. We understand that it’s YOUR money, after all.
We keep pace with the latest technological advancements, both because we want to serve our clients with updated research and are passionate about our work. We offer services ranging from estate and financial planning, lending solutions, family office, private banking, investment management, philanthropic strategy and planning, and tax consulting.
These investors typically:
Have been investing for a while or have recently come into a sudden windfall.
Understand that hiring a professional to manage their investments removes financial guesswork and uncertainty.
Want an advisor who views their financial situation holistically.
These investors may want to:
Convert their family into long-term, predictable income.
Preserve and grow the legacy they’ve worked so hard to create.
Have a wealth manager coordinate with other professionals on their behalf to take care of the multi-generational needs of their family.
They may want assistance:
Ensuring they will not become a financial burden on their loved ones.
Investing more confidently.
Retiring early or turning their life goals into reality.
Harvey Investment Management, Inc. is an affiliate of Resolute Independent Advisors, LLC.
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment advisor. Brokercheck.finra.org
© 2023 Harvey Investment Management, Inc.