top of page
very lightly detailed white and grey marble grain.jpg

As an Individual or Family...

Picking a financial advisor can be hard. We understand that reaching out can be both exciting and a bit intimidating.
Below are some of the services offered at Harvest Horizon Wealth. If you're ready, fill out the contact form and we'll be in touch.

Available Services

Investment Management

Long-Term Goal Planning

Lifestyle Maximization

Retirement & Income Planning

Proactive Tax Planning

Family Wealth Management & Transfer

Estate & Liquidity Planning

Charity & Legacy Planning

Coordination w/ Tax & Legal Advisors

Inheritance Management & Alignment

Benefits Review & Elections

Insurance Review & Management

Explore Our Service Levels

228 Keller Ave N | Suite 4 | Amery, WI 54001

  • Facebook
  • Instagram
  • Spotify
  • Youtube

Proudly Veteran-Owned

Advisory services are offered through Harvest Horizon Wealth Strategies LLC, an investment adviser registered with the state of Wisconsin. Advisory services are only offered to clients or prospective clients where Harvest Horizon Wealth Strategies LLC and its representatives are properly registered or exempt from registration. Any awards, recognitions, designations, or certifications earned by Harvest Horizon Wealth Strategies LLC or any of its advisors and displayed on this website or distributed by Harvest Horizon Wealth Strategies LLC do not guarantee, imply, or suggest a specific service or result. Harvest Horizon Wealth Strategies LLC does not provide tax or legal advice.​

bottom of page