About Harvest Financial Partners
Harvest Financial Partners is an intimate, highly
experienced investment management and financial
advisory firm founded on two simple beliefs:
1) People still care about personal service.
2) The right relationship allows us to accomplish more
together than we could separately.
In these uncertain times, it is important to have a
financial partner you can trust. At Harvest our
approach is different, we get to know you and we take
on your financial goals as if they were our own ? so
you can sleep better at night. We craft a portfolio
that is customized to meet your needs. We never try to
sell you anything and you do not have to be wealthy to
be a client. You just have to want a more secure
financial future.
Harvest Financial Partners is run by its two
principles, Jim Wright and John Fattibene
General Information |
| Firm Start Year: |
|
2008 |
| No.of Employees: |
|
2-4 |
| States Licensed in: |
|
PA
|
| Number of Years with Current Firm: |
|
5
|
| Work Experience: |
|
Jim Wright has worked with individual and
institutional clients as an investment manager and
analyst for more than 27 years. Before deciding to
form Harvest Financial Partners with John Fattibene, Jim
worked at Davidson Trust Company, Delaware
Investments and PNC Bank. Jim also spent four
years working for a small trust company in
Portland Maine.
|
| I work with the following types of clients: |
|
Businesses
, Individual Investors
, Trusts
, Non-Profit Organizations
|
Services |
| Investment Types: |
|
Stocks
, Exchange Traded Funds (ETFs)
, Bonds
, Mutual Funds
|
| I can meet clients in the following ways: |
|
At my office
, At your home
, Via phone
, Via email
, At your office
|
Qualifications & Memberships |
Compliance |
| Registered Investment Advisor: |
|
Yes
|
| Investment Advisor Representative: |
|
Yes
|
| I am an acknowledged fiduciary: |
|
Yes
|
| Compliance Disclosures in Last 5 years: |
|
I have a clean record
|
| Criminal Disclosures in Last 5 years: |
|
I have a clean record
|
Compensation and Fees |
| Fee Structure: |
|
I am a Fee-Only financial professional
|
| Compensation Methods: |
|
Based on Assets
, Flat Fee
, Hourly
|
Education
| BA - History | |
Vassar College
-
|
| MBA | |
Dartmouth College-Amos Tuck School of Business
-
|
Faqs
-
What are your qualifications? What is your education background?
Jim is a Chartered Financial Analyst (CFA). John is a Certified Financial Planner (CFP)
-
What services do you offer?
We offer personalized investment management and financial planning services.
-
How are you compensated? How will I pay for your services?
We are a fee only manager.
-
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Typically, our clients give us full discretion to make investment decisions in their account. This means that we can buy or sell something without their prior approval. Some of our clients ask that we get their permission before we make trades and we are happy to do that, as well.
-
How much risk should I be willing to take?
That is a question that we will discuss as we work together. It would be impossible for us to answer that question until we get to know you better.
FAQs
-
What are your qualifications? What is your education background?
Jim is a Chartered Financial Analyst (CFA). John is a Certified Financial Planner (CFP)
-
What services do you offer?
We offer personalized investment management and financial planning services.
-
How are you compensated? How will I pay for your services?
We are a fee only manager.
-
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Typically, our clients give us full discretion to make investment decisions in their account. This means that we can buy or sell something without their prior approval. Some of our clients ask that we get their permission before we make trades and we are happy to do that, as well.
-
How much risk should I be willing to take?
That is a question that we will discuss as we work together. It would be impossible for us to answer that question until we get to know you better.
-
Have you ever been charged with any breaches?
No
-
What services do you provide? What are your specialties?
We provide investment management services for individuals. Each account is personalized, but we typically build out portfolios with high quality, dividend paying stocks along with mutual funds, ETFs and bonds.
-
What is your experience? How many clients do you currently manage?
Both Jim and John have over 27 years in financial services.
-
What financial institution(s) do you represent?
We are completely independent and represent no other firms. We use Charles Schwab as our custodian, but we are not affiliated with them in any way.
-
How do you charge for your services?
We charge a percentage of the assets that we manage.
-
Do you provide a free initial consultation?
Yes, we are happy to meet in person or talk over the phone to discuss how we might be able to help. If you choose to work with us, we only ask that you sign an agreement that outlines are services and our fees.
-
What kind of plans do you specialize in?
401(k) and 403(b)
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Do you have a minimum requirement for number of employees or total investment value?
No
-
What financial institutions do you represent?
We are completely independent and represent no other firms.
-
How many years of experience do you have?
Both Jim and John have over 27 years in financial services.
-
Do you provide a free initial consultation?
Yes, we are happy to meet in person or talk over the phone to discuss how we might be able to help. If you choose to work with us, we only ask that you sign an agreement that outlines are services and our fees.
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Disclosures
