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Successions to Harvest Horizon Wealth Strategies

At Harvest Horizon, we partner with advisors who care about more than just a payout. You're not just looking to cash out and walk away. You're looking for the right fit for your clients - a firm with values, respect for their relationships, and will deliver the kind of service your clients deserve.

Whether you're ready to slow down or step away completely, let's partner to transition your clients and your life on your terms.

What matters most is service to clients with integrity, care, and continuity. When you transition your practice to Harvest Horizon, you can trust that your clients and your legacy are in steady, capable hands.

Clarity Today. Prosperity Tomorrow.

Harvest Horizon

Wealth Strategies

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

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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.​

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