Jim Wright, CFA
Harvest Financial Partners

Tel: (610) 240-4742
159 W. Lancaster Avenue
Suite Three
Paoli, PA 19301
Harvest Financial Partners | Financial Advisor in Paoli ,PA

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.
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Disclosures

Jim Wright, CFA

Jim Wright, CFA

CERTIFIED FINANCIAL PLANNER™ Certificant, CFA

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My Services


Financial Advice & Consulting

We recognize that everyone has lots of financial questions. We can help you answer those questions and plan for a happy financial future.


Financial Planning for Individuals

We can help you put together a comprehensive financial plan.


Portfolio Management

We provide very personalized investment advice. There are no models, everything is customized to you.


My Team


John  Fattibene

John Fattibene


John Fattibene began his career as a commercial lending officer in Baltimore. When John left lending, he joined Vanguard where he worked as a financial planner. After leaving Vanguard, John worked for two financial planning firms and an investment management firm. John is also an attorney. Like Jim, John attended Vassar College as an economics major. He received his J.D. from the University Of Maryland School Of Law. John is a Certified Financial Planner.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Social Networks


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