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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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<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>Your Challenges:</strong></span>

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?
<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>Our Services:</strong></span>

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
<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>Create A Comprehensive Financial Plan!</strong></span>

Create A Comprehensive Financial Plan!

Did you know Capital Harvest Wealth Partners offer complementary financial plans for all clients through our professional planning platform! We are dedicated to creating you a brighter financial future, and a financial plan is a great first step.

Click the button below to request a comprehensive financial plan!

<span id="_mce_caret" data-mce-bogus="true"><span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>Face Of Portfolio Management!</strong></span></span><br data-mce-bogus="1">

Face Of Portfolio Management!

Take a look!

Our advisors have been recognized in the Bethesda magazine as part of their Faces 2022 issue. Capital Harvest is recognized as "The Face of Portfolio Management" within the Bethesda area!

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Meet Our Experienced Financial Professionals

<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.

Resource Center:

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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What&#8217;s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Our Locations

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

Olney Office
2939 Olney Sandy Spring Rd, Suite A
Olney, MD 20832

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

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