The Harvest Group Wealth Management

The Harvest Group Wealth Management

New
Offers online services
New
Offers online services

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.


Highlights

7 employees
51 years in business
Serves Waltham , MA
Offers online services

Social media


Photos and videos


  • No reviews (yet)

    Ask this therapist for references. There's no obligation to hire and we’re here to help your booking go smoothly.

    Frequently asked questions

    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

    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.

    Asset under management fee

    Fee for planning


    Services offered

    Financial Services And Planning