Dakota
Dakota
Book a Demo
Talk to an Expert

Harvest Wealth Partners

EST. AUM
$500,000,000

CONTACTS
9

CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website harvestwp.com
Client types

Overview

Harvest Wealth Partners is a Northwest Indiana advisory firm providing comprehensive financial planning and wealth management for individuals and businesses. The team’s services span financial planning, tax planning, estate planning, retirement strategies, insurance, college planning, and business solutions such as succession and employee benefit programs. Clients can meet in Munster or Valparaiso. Securities are offered through LPL Financial (member FINRA/SIPC), and investment advice is offered through Private Advisor Group, a Registered Investment Advisor; Harvest Wealth Partners operates as an independent office aligned with these platforms. The firm emphasizes an end-to-end process—consultation, plan development, implementation, and ongoing review.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy