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Our History

History of Wealth Management Group

History of Wealth Management Group

FirstHarvest Wealth Management Group was founded in February 2021 by Doug and Kim, leveraging their combined 50+ years of experience in the financial industry. Their vision was to create a wealth management firm that goes beyond the traditional approach—one that prioritizes collaboration, personalization, and a deep commitment to their clients’ unique financial goals.

From the beginning, Doug and Kim understood that successful wealth management requires more than just investment advice; it requires a comprehensive strategy that integrates every aspect of a client's financial life. With a focus on wealth preservation, tax mitigation, wealth transfer, and philanthropic charitable giving, FirstHarvest Wealth Management Group was built to provide truly personalized financial solutions for individuals, families, businesses, and organizations.

At FirstHarvest Wealth Management Group, we work exclusively with clients who want to engage with us on a highly consultative basis. Our approach is based on three core elements: Investment Consulting, Advanced Multi-Generational Planning, and Client Relationship Management.

Investment Consulting

The first element of wealth management, investment consulting, forms the foundation of our services. We develop tailored investment strategies that align with your unique financial goals, ensuring that your wealth is managed wisely and efficiently.

Advanced Multi-Generational Planning

The second pillar of our approach is multi-generational planning. This addresses the four major financial concerns of wealth enhancement, wealth transfer, wealth protection, and charitable giving. Through this holistic approach, we ensure that your wealth is protected, enhanced, and passed down to future generations in the most efficient and impactful way possible.

Client Relationship Management

The final component focuses on relationship management. Our goal is to establish an in-depth, collaborative, and consultative relationship with every client, so we can better understand their financial challenges, dreams, and aspirations. In addition, we bring together an expert network—assembling the right professionals, such as attorneys, CPAs, and other specialists—working seamlessly with your current advisors to achieve your unique goals.

Since its founding, FirstHarvest Wealth Management Group has been dedicated to providing unparalleled service. We do not operate under corporate constraints, allowing us the freedom to craft flexible, client-focused solutions that best serve your needs. We take pride in building long-term relationships and always go the extra mile to ensure our clients’ financial success. Whether guiding clients through significant life events or assisting with major financial milestones, we are committed to standing by you every step of the way.

At FirstHarvest Wealth Management Group, our clients are our most valuable asset, and we ensure that every aspect of our service revolves around your goals and needs. Our team is focused on helping you take control of your financial future, creating lasting legacies, and ensuring that every financial decision supports your vision.

Welcome to FirstHarvest Wealth Management Group, where your financial goals are our top priority, and we’re here to make your dreams a reality.

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