High Net Worth Clients

Having financial security has its benefits, but along with it comes financial complexity.

Wealth preservation – minimizing loss of principal, maintaining a comfortable retirement, managing market volatility, and limiting tax implications are all major priorities.

Many of you may already be in or nearing retirement, where sustaining accustomed financial independence is of great importance. Effective asset management is important. But wealth management usually extends beyond managing your own income, and often becomes multi-generational, with a greater focus on tax, estate and philanthropy planning services.

Here at Good Harvest, we have an extensive track record of providing customized, personalized services in wealth and financial planning, investment management, and working with other tax and estate advisory professionals. As a result, we have a built a network of financial professionals to provide the services you require, when you need them, utilizing the necessary tools for planning, financial modeling and portfolio monitoring.

This, in conjunction with our strong firm belief of the importance of establishing a strong client relationship based on trust and objectivity, effective communication, and integrity is what makes us stand out from the others.


For high net worth individuals looking for highly personalized financial assistance, rather than be dazzled by someone working at a large investment banking firm, Good Harvest is worth a call.