Harvest Wealth Management

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Our Mission

Our goal is to advance your personal and financial well being. Together, we will establish a series of solutions based on those core values, so that your money will support your life decisions.

Learn more

Plan

Truly customized plans that will position you to reach your goals and live your life as you have always imagined.

Learn more

Invest

Sound investment guidance that considers your risk tolerance, your retirement goals, and your best interest.

Learn more

Live

Our team will guide you every step of the way, so you can focus on what’s important - living your life.

Learn more

Why Work With Us

As an independent firm of fiduciaries, we put your needs and goals first, without exception. We do not sell proprietary products, and will never make a suggestion that we wouldn't take for ourselves. Dedicated to exceptional client service, you can expect valuable guidance that is transparent, honest, and comprehensive.

Learn more

Meet Our Team

Retiring the 4% Rule

Our Mission

Plan

Invest

Live

Why Work With Us

Meet Our Team

Robert J. Dolnik, CFP®

Carolyn Rowland, CFP®

Peter Wagner

Tanner Leister