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About Harvest Horizon Wealth
Harvest Horizon Wealth 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.
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 and entered the finance in world 2018 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.
®
Winner of the Amery Area's
Best Financial Planner Award
2024
