Achieving Peace of Mind

Achieving Peace of Mind

Achieving Peace of Mind.  When you meet David Rasch or any of his team members for the first time, you will realize the experience you are about to embark on is unique within the wealth management and financial planning field.

At Harvest Wealth Advisors, the first thing to know is we are an independent firm.  We do not work for any of the big Wall Street financial, investment or insurance companies, however we utilize in depth, proprietary research to be able to offer you the best of them.

The next thing to know is we are specialists.  We don’t try to be everything to everyone. We do three things, and frankly we do them exceptionally well. Asset Management, Retirement Planning and  Comprehensive Insurance Design.

Our name says “what” we do.  We are wealth advisors – the quarterback of your financial future.

Our tagline says “how” we do it.  Our proprietary process can be broken down into three words:  Plan. Grow. Harvest.

Plan. There is an old adage that says “A goal without a plan is nothing but a wish”.  Here at HWA we work with you to plan, rather than wish your way to the retirement and legacy you have always imagined.

Grow. The first half of your retirement & financial planning journey is accumulation.  As you accumulate wealth it is our job to guide you through the various options to help you grow and protect your investments.  This is done through a personalized, proprietary process we have developed.

Harvest.  Harvest time on the farm means literally reaping the fruits of your hard work.  The same thing applies in the wealth management world.  At retirement, that is when you begin to harvest the fruits of your labor.  You have worked hard, planned well and grown assets; now it’s time for the second half of your journey.

Securities offered through ValMark Securities, Inc.  Member FINRA, SIPC. Investment Advisory Services offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor.
130 Springside Drive, Suite 300 Akron, OH  44333-2431. 1-800-765-5201.  Harvest Wealth Advisors is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

See our current Customer Relationship Summary (CRS) here: Form CRS Link


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