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 | |
| Gender: | Male |
| 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, Non-Profit Organizations, Trusts |
| Advisory Services Provided: | Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Advice & Consulting, Retirement Planning |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Stocks |
| I can meet clients in the following ways: | At your office, Via Phone, At my office, At your home, Via Email |
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: | Fee Only |
| Compensation Methods: | Flat Fee, Hourly, Based on Assets |
| BA - History |
Vassar College
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| MBA |
Dartmouth College-Amos Tuck School of Business
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Financial Advice & Consulting |
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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 |
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We can help you put together a comprehensive financial plan. |
Portfolio Management |
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We provide very personalized investment advice. There are no models, everything is customized to you. |
John Fattibene
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
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