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Capital Harvest Wealth Partners

We Are Your Partners 

Cultivate Your Life

Our goal is to provide you with guidance that can help you understand and better define your financial goals

We Help You Grow

The Life You Want

No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up

Our Focus Is You

Whether you’re facing retirement or looking to better understand certain investment ideas, we can help you address your most pressing financial questions

You deserve a strategy that adapts to your needs.

Meet with an advisor to create a financial strategy tailored to your goals.

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<strong>Who We Are</strong>

Who We Are

Our mission is to provide the individuals, families and businesses we serve the highest quality comprehensive financial planning guidance and a client service experience second to none. Learn about our heritage, our mission, and our values

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<strong>What We Do</strong>

What We Do

Our financial planning process begins with carefully listening to the needs and goals of each individual, family and business that we serve. Everyone is unique, so at the heart of our planning process we focus on getting to know you and what’s most important to you

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Resource Center:

<p>The Great Debate Continues: Active vs. Passive</p>

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Learn More
<p>Should You Borrow from Your 401(k)?</p>

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More
<p>What Do Your Taxes Pay For?</p>

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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<strong>Your Financial Future</strong>

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Learn more

Meet Our Experienced Financial Professionals

Greg Pang

Greg Pang

Managing Partner, Financial Advisor

(301) 351-9031

Naj Altaf

Naj Altaf

Founding Partner, Wealth Manager

(703) 943-0882

Chip Rockey

Christopher "Chip" Rockey, CFP ®

Founding Partner, Financial Advisor

(571) 375-4467

Jason Wright

Jason Wright

Founding Partner, Financial Advisor

(703) 554-4624

Robert Gole

Robert Gole, CFP ®

Founding Partner, Financial Advisor

(240) 507-8893

AiLien LeBang

AiLien LeBang

Offices Manager & Non-Registered Assistant

(703) 772-8842

Hunter Lindsey

Hunter Lindsey

Brand and Marketing Strategist

(301) 471-1576

How We Work:

Your Challenges:

Whether you’re starting out in life or near retirement, the right financial plan can help you move forward with confidence. Common challenges include:

  • I need help managing my personal finances - where do I start?
  • Will I be able to retire and how should I plan for retirement?
  • What if something happened to me?
  • What is the best way to invest my money - how do I start?
  • What is the best way to plan for my taxes?
  • I already have accounts open - can you manage them?

Our Services:

You might be new to managing your personal finances, but we’re not. We’ll guide you every step of the way as you embark on your new journey. Our services include:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Wealth Management
  • Asset Transitions
  • Proper Asset Titling 
  • Estate Planning
  • 401(k) and 403(b) Planning
  • Efficient Tax and Education Planning

Our Locations

Bethesda Office
4350 East West Hwy, Suite 510
Bethesda, MD 20814

Sandy Spring Office
17810 Meeting House Rd, Suite 220
Sandy Spring, MD 20860

Vienna Office
8381 Old Courthouse Rd, Suite 160
Vienna, VA 22182

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