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FirstHarvest Wealth Management

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Kansas City
CRD Number
Website firstharvestwmg.com
Client types

Overview

At FirstHarvest, they take a different approach to client service. As members of multi-generational farming families, they have a deep appreciation for community and doing whatever it takes to get the job done. Relationships and quality of service are so important to them that they started their own practice to have the freedom to serve each client in a manner that makes them proud. After years of serving as advisors at a large financial services company, they wanted to use their expertise to provide more personalized service. Their advisors are friendly, down-to-earth, and like to keep things simple because planning a financial future should not be overwhelming. They are looking forward to helping clients grow and succeed.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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