Harvest Wealth Advisors: An Ameriprise private wealth advisory practice serving the Gresham, OR area.
Client Satisfaction 4.9 / 5 rating based on 38 reviews

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

At Harvest Wealth Advisors we are a team committed to helping you plan to reach your goals and pursue your dreams. Our approach is two-fold:

1. What Are Your Goals? - we help you determine your goals and the probability of achieving success.

2. Live Off Your Harvest- when retired we help you create a plan to develop income sources for your “retirement paycheck”.

Our team uses a customized approach for you by using tools and implementing strategies such as:

    • annual financial statement and goal tracking
    • asset allocation and risk modeling
    • work place benefit analysis
    • saving and retirement projections
    • amortization schedules
    • small business strategies
    • income tax and stock option strategies
    • estate planning strategies

Tools and strategies are one thing and working with your other professionals is another. Harvest Wealth Advisors can work with your CPA, attorney and other professionals to help you plan to achieve your goals and dreams. We believe our approach to financial planning helps you feel more confident about your financial future.

Events

Shred Day

Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents.
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Our videos

2 videos
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Now Playing
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What should investors watch for in Q2 2022?
What should investors watch for in Q2 2022?

The close of March marked the end of a volatile first quarter but there may be bright spots ahead. Ameriprise Global Market Strategist Anthony Saglimbene looks back on Q1 and shares what could be in store for investors in Q2. (3:54)

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Be confident, connected and in control of your financial life
Be confident, connected and in control of your financial life

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
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Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)