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.

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.

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Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

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Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

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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.