Harvest Wealth Group strives to help you with your financial planning needs.

We operate in an industry built on trust. This can only be achieved through communication and experienced support—from your first meeting to your ten-year anniversary.

Why Choose Harvest?
  • Comprehensive financial services for every stage of life, including investment strategies, risk management, and retirement design.
  • Personalized financial planning that is easy to understand, implement and modify as needed.
  • Experienced team passionate about providing financial clarity and confidence.

Wherever you are on your financial journey, our team is here to help you every step of the way.

Book a Free Consultation


Our office is conveniently located in the heart of Exeter, CA. You’ll find us on the corner of Maple and E.