Whether you’re enjoying your post-work years or still working toward building wealth, we’ll work one-on-one with you to build your strategy through the following suite of services:

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

At HWM, we know that your finances are connected to how you live now, the impact you can make in your lifetime, and the legacy you’ll leave in the years after. For this reason, we enjoy maintaining a smaller group of clients and adhering to an in-depth process.

By dedicating time to learn your story and what matters most to you, we build thoughtful financial strategies designed with your values and goals in mind.

Interested in partnering with us? Our process always begins with a free consultation to learn more about you and further describe how we can help.

This communication is strictly intended for individuals residing in the states of CA, FL, IL, IN, MI, NV, OH, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

Harvey Wealth Management maintains a network of local CPA’s, attorneys and insurance agents that we’d be happy to introduce you to in order to complement our services or if your needs fall outside of our scope.