Founded in 1996, The Harvest Group is an SEC-registered, independent, and fee-only fiduciary wealth management firm based in Waltham, Massachusetts. The company's mission is to improve clients' lives by providing clear direction and confidence to achieve their financial goals through a holistic approach that integrates financial planning, investment management, tax strategies, and retirement planning. As a fiduciary, they are legally and ethically bound to act in their clients' best interests, focusing on building long-term, personalized relationships.

Founded in

United States