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Meet the Team at FirstHarvest Wealth Management Group: A Personalized Approach to Wealth Management
When it comes to building long-term financial confidence, you deserve more than generic advice and one-size-fits-all strategies. You deserve a team that takes the time to understand your goals, your values, and the life you’re working hard to create.
That’s exactly why FirstHarvest Wealth Management Group was created.
Founded in February 2021 by Doug Stein, CFP® and Kim Fink, CFP®, FirstHarvest was built with a clear purpose: to deliver wealth management that feels personal, collaborative, and truly aligned with each client’s unique vision. With a combined experience of more than fifty years in the financial industry, Doug and Kim launched FirstHarvest to offer a higher level of guidance—one that goes beyond investments and focuses on the full picture of your financial life.
A Personalized, Consultative Approach to Wealth Planning
At FirstHarvest Wealth Management Group, financial planning is about more than investments. We build comprehensive strategies that support your full financial picture and evolve as your life and goals change.
Instead of one-size-fits-all solutions, we create plans tailored to you—often focusing on wealth preservation, tax mitigation, legacy and wealth transfer planning, and charitable giving. Your strategy is designed for your priorities, not the average investor.
We work best with clients who value a collaborative, long-term relationship built on proactive planning and clear communication. Our approach is centered on three core pillars:
- Financial Planning – Disciplined strategies aligned with your goals and risk tolerance.
- Multi-Generational Planning – Helping families plan for today and future generations.
- Client Relationship Management – Ongoing guidance with accessibility and responsiveness.
The result is a clear, flexible plan designed to give you confidence—now and in the years ahead.
Freedom to Put Clients First
One of the biggest advantages of working with FirstHarvest is our flexibility. We aren’t boxed in by corporate constraints or “cookie-cutter” processes. That independence allows us to build solutions that are truly customized and client focused.
Whether you’re navigating a major life transition, planning for retirement, selling a business, or preparing to leave a legacy for your family, we’re here to guide you with clarity and care—every step of the way.
Your Financial Future Deserves a Team You Can Trust
At FirstHarvest Wealth Management Group, we believe your financial plan should do more than grow wealth—it should support your life, protect what you’ve built, and help you move forward with confidence.
Our clients are our greatest priority, and we take pride in delivering service that is personal, proactive, and built around your success.
If you’re looking for a team that values relationships, offers thoughtful planning, and brings decades of experience to the table, we’d be honored to be a resource for you.
Welcome to FirstHarvest Wealth Management Group—where your goals come first, and your future is always worth planning for.
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