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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 |
| Years of Experience in Financial Services: |
35
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| Work Experience: |
Jim Wright has worked with individual and
institutional clients as an investment manager and
analyst for more than 35 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.
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| Number of Years with Current Firm: |
15
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations, Trusts
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| Advisory Services Provided: |
Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Advice & Consulting
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Education |
| Academic Background |
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Jim Wright
Bachelor of Arts degree - Vassar College
MBA - Dartmouth College
John Fattibene
Bachelor of Arts degree - Vassar College
J.D.- University of Maryland |
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ Certificant
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Hourly, Flat Fee
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Frequently Asked Questions |
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How many clients do you currently manage? |
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We are a fee only manager. |
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Will you be the only person working with me? |
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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. |
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How much risk should I be willing to take? |
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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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Have you ever been charged with any breaches? |
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What is your approach to financial planning? |
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We charge a percentage of the assets that we manage. |
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Why should I choose you as my financial advisor? |
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Jim is a Chartered Financial Analyst (CFA). John is a Certified Financial Planner (CFP) |
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How do you charge for your services? |
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We offer personalized investment management and financial planning services. |
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What services do you provide? What are your specialties? |
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We provide investment management services for individuals. Each account is personalized, but we typically build out portfolios with high quality, dividend paying stocks along with mutual funds, ETFs and bonds. |
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What is your experience? How many clients do you currently manage? |
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Both Jim and John have over 27 years in financial services. |
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What financial institution(s) do you represent? |
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We are completely independent and represent no other firms. We use Charles Schwab as our custodian, but we are not affiliated with them in any way. |
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What kind of plans do you specialize in? |
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Do you have a minimum requirement for number of employees or total investment value? |
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What financial institutions do you represent? |
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We are completely independent and represent no other firms. |
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| Q. |
How many years of experience do you have? |
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Both Jim and John have over 27 years in financial services. |
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