• The Harvest Group

    800 South Street
    Suite 200
    Waltham, MA 02453
    (844) 996-3300

    About Us

    The Harvest Group is a multi-generational family team of CERTIFIED FINANCIAL PLANNERS™ that takes a long-term perspective to growing individual and family wealth. Our fiduciary duty is to always act read more
    • About

      The Harvest Group is a multi-generational family team of CERTIFIED FINANCIAL PLANNERS™ that takes a long-term perspective to growing individual and family wealth. Our fiduciary duty is to always act in your best interest, and we understand from first-hand experience that family wealth management is not just about money, but often involves complex, non-financial issues that include family dynamics, amicable conflict resolution, family business succession planning, and more.

    • Highlights

      • Wealth Management
      • Financial Planning
      • Investment Planning
      • Wealth Protection