Our Difference

How We’re Different

At FirstHarvest Wealth Management Group, we offer a distinctive approach to Wealth Management. Unlike many national and local advisory firms, we focus on in-person and virtual in-person meetings with experienced wealth managers with a goals-based approach. Our team of experts are dedicated to helping you and your family navigate the unique opportunities and challenges that come with significant personal and business success.

We take the time to understand every aspect of your unique financial world—your current position, family needs, and long-term aspirations. As fiduciaries, we ensure that your investment strategy aligns with your specific risk tolerance and goals. We create personalized, customized asset allocation blends and advance planning tailored to your unique circumstances.

In addition to your wealth manager, you’ll have a team of expert professionals supporting every aspect of your financial life. Regular meetings with your manager ensure you receive ongoing guidance and support as you make financial decisions to achieve your goals.

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Are We a Good Fit For You?

At FirstHarvest Wealth Management Group, we don’t offer a one-size-fits-all approach. Instead, we prioritize personalized service from your wealth advisor, ensuring that we listen to your needs and work with you to achieve your financial goals. We develop customized investment solutions that are clear, straightforward, and tailored to your specific objectives.

Our focus is on providing sophisticated advanced planning using low-cost, custom investment strategies, all backed by a fiduciary standard. This ensures that your best interests are always at the forefront of our work.

FirstHarvest Wealth Management Group stands out by offering investment consulting/management through a proprietary investment methodology that uses technical analysis to protect clients from stock market risk. Unlike traditional approaches, we address key shortcomings in common investment strategies:

Modern Portfolio Theory (MPT)

Assumes that long-term historical returns are applicable to every investor's situation, often overlooking the risk of significant losses during market downturns. For example, would you be comfortable with a 40% loss in your portfolio during each of the last two bear markets?

Fundamental Analysis

Relies on the assumption that investors will act rationally based on company and industry fundamentals. However, it fails to account for the market's focus on investor sentiment and the unpredictability of stock prices, which can diverge from actual corporate earnings.

Fiduciary

As a fiduciary, our counsel is based solely on what is best for the individuals and families we serve. We are an independent firm with no proprietary products, which means we’re not beholden to any specific investment vehicles.

Team Approach

We have assembled an entire family of local professionals to provide an effective client experience. We work closely with some of the top CPAs, attorneys, and other local professionals in the area to help individuals and families maximize the efficiency of their portfolio as few other firms can.

Experience

Doug and Kim have over 50 years of combined experience in the industry as well as their CFP® certification which means they have an in-depth knowledge of financial planning so they can create plans that encompass all aspects of a clients life.

Communication

We firmly believe that consistent communication across several channels is critical to any relationship. We strive to have meaningful communication with all our clients through phone calls, emails, mail, one-on-one meetings, as well as group events.

Client Focus

Our relationship will be more of a warm friendship than a cold client-advisor relationship. We take the time to get to know you, your plans, and your goals well enough to achieve your retirement dreams. To us, you’re a human, not an account.

In Conclusion:

FirstHarvest Wealth Management Group uses a proprietary methodology based on technical analysis, allowing us to avoid the common pitfalls of institutional money management and instead focus on delivering real returns for each client. Our approach prioritizes client success above all else, demonstrating our unwavering commitment to risk reduction and performance.