Harvest Wealth Management

Supporting Your Life Decisions

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.

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Tomorrow Begins Today

We will take you through an intuitive process, organizing your priorities and outlining your vision for success.

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Align Your Goals with Your Values

Our team strives to align your financial goals with your personal values.

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Why Work With Us

As an independent firm of investment 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.

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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

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Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

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Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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Robert J. Dolnik

Consultant

Peter Wagner

Financial Advisor

Tanner Leister

Financial Advisor

Jasmin Dolske

Client Relationship Manager

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Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Independent Advisors Alliance, LLC , a registered investment advisor. Idependent Advisors Alliance, LLC and Harvest Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.