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Jim Wright, CFA, CERTIFIED FINANCIAL PLANNER™ Certificant, 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

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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.
Work with the following types of clients:   Businesses, Individual Investors, Trusts, Non-Profit Organizations
Advisory Services Provided:   Financial Planning for Individuals, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting

Services

Investment Types:   Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks
Can meet clients in the following ways:   Via Phone, Our Office, Your Home, Your Office, Via Email

Qualifications & Memberships

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Flat Fee, Hourly, Based on Assets

Education

BA  - History   Vassar College
-
MBA   Dartmouth College-Amos Tuck School of Business
-

Financial 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.

Retirement Planning

We work with our clients to help them prepare for a comfortable retirement. We will help you understand if you are saving enough and whether you are taking full advantage of your retirement plan at work. We also help you understand your social security options.

401K Rollovers

We often think it makes more sense to rollover a 401(k) into an IRA as it gives you more options in how to invest your money. We can assist you with a rollover and also help you invest the funds in a manner that makes sense for you.

Education Funding and Planning

If you have children and need help planning for college, we can help. We will help you evaluate 529 plans, as well as other savings options.

Investment Advice & Management

We provide very personalized investment advice. We use stocks, bonds, mutual funds and ETFs. When picking individual stocks our approach emphasizes dividends, quality and value.

Wealth Management

We provide very personalized investment advice. There are no models, everything is customized to you. We use a range of instruments, including stocks, bonds, mutual funds and ETFs.

Money Management

We provide very personalized investment advice. There are no models. We determine your goals and put together an asset allocation and strategy that is customized to you and your needs.


FAQs

Why should I choose you as my financial advisor?

Jim is a Chartered Financial Analyst (CFA). John is a Certified Financial Planner (CFP)

How do you charge for your services?

We offer personalized investment management and financial planning services.

How many clients do you currently manage?

We are a fee only manager.

Will you be the only person working with me?

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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Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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