The Harvest Group Wealth Management
About
As a family-owned business, we think of ourselves as a part of your extended family. Our shared values of respect, integrity and trust form the basis of every client relationship. Your family’s future is our priority and we take pride in providing financial advice that can make a difference in your and your family’s lives. At The Harvest Group, our mission is to give families peace of mind and we are grateful to our clients for the trust they place in us by putting their financial futures in our hands.
A family-owned business providing financial peace of mind to you and your family.
Your family’s future is our priority.
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Frequently asked questions
What is your typical process for working with a new customer?
As a multigenerational family team of CERTIFIED FINANCIAL PLANNERS™, The Harvest Group is dedicated to working with individuals and families to help them achieve their financial objectives. We provide individuals, families, and family businesses comprehensive, personalized wealth management solutions which we call Harvest Wealth Management for Life™.
Industry statistics indicate that while nearly all Financial Advisors provide investment management services, only 7% offer ongoing assistance with the planning and management of the non-investment parts of your financial life.
The Harvest Group, on the other hand, takes a truly comprehensive approach to wealth management which we call Harvest Wealth Management for Life®:
- Lifetime Financial Planning™
- Investment Management
- Lifetime Financial Management™
- Relationship Management
What education and/or training do you have that relates to your work?
As a Managing Partner and Senior Wealth Management Advisor at The Harvest Group, Laurie helps clients work toward a worry-free financial future. Using her firm’s unique Harvest Wealth Management for Life™ process, she specializes in helping individuals and families preserve wealth and achieve their long-term financial objectives, and assists in all aspects of retirement and estate planning. Laurie is also a Cash Balance Consultant (CBC), and can advise clients in this fastest-growing segment of the retirement industry.
Given the rising state of divorce in the United States, Laurie recognizes the difficulties many families face today. As a Certified Divorce Financial Analyst™ (CDFA™), she forecasts the long-term financial effects of the divorce settlement. Laurie works with clients individually or as couples, helping them to come to grips with the financial reality of their divorce situation. Developing comprehensive insight of the short and long-term financial effects of divorce can save valuable time, money and distress, especially if the process is conducted early in the legal proceedings.
- Certified Financial Planner™ practitioner, CFP®
- Chartered Retirement Planning Counselor, CRPC®
- Certified Divorce Financial Analyst, CDFA™
- Cash Balance Consultant, CBC
Industry Involvement
- Mentor, CERTIFIED FINANCIAL PLANNER (CFP®) Board’s WIN-TO-WIN mentoring program
- Boston Chapter Head, The W Source™
Recognized as a 2018 Outstanding Woman of Family Business by the Family Business Association
Laurie is a Trustee of the Backpacks for Kids Foundation, a local nonprofit that donates backpacks and school supplies for underprivileged children in the Greater Boston area.
Do you have a standard pricing system for your services? If so, please share the details here.
Asset under management fee
Fee for planning