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About Harvest Horizon Wealth

Harvest Horizon Wealth Strategies is located in downtown Amery, WI and services both private and public wealth in the Upper Midwest.

◊ Steady Hands

◊ Clear Direction

◊ Thoughtful Risk Management

◊ Goals with Meaning

These tenants govern financial planning and investment management at Harvest Horizon Wealth Strategies.

In every relationship, we strive to bring a deep commitment to understanding your priorities and delivering guidance that aligns with your goals.

FAQ

Jose Alvarez,

CFP

®

, MBA

Founding Advisor

Born and raised in Wisconsin, I served ten years in the U.S. Army as a paratrooper and infantryman, leading reconnaissance missions around the world. After coming home, I earned my Master’s in Business Administration with a focus in Finance from UW–Whitewater, entered the finance in world 2018, and now proudly own Harvest Horizon Wealth Strategies, serving my clients as a CERTIFIED FINANCIAL PLANNER professional.

Outside of the office, I run a small herd of beef cattle while my wife, a nurse, raises a flock of hens. We’re raising our son, Carver, to love the outdoors as much as we do – whether we’re hiking, kayaking, or just enjoying life in rural Wisconsin.

My background in the military, business, and agriculture shapes everything I do. It’s how I help clients plan wisely, live fully, and leave behind a legacy they’re proud of.