Awards / Recognitions

Through our financial advisors in-depth planning process, dedication, and overall performance to our clients, Capital Harvest Wealth Partners has been awarded the Retirement Planning Firm of The Year (2023) - National Capital Region by Wealth & Finance International! 

*Retirement Planning Award 2023, from Wealth and Finance International includes the entire spectrum of contributors to the pensions and retirement field. From the financial advisors who help bring consumers reassurance and empowerment, to the pension plan providers and fund managers who facilitate retirement income generation. This also includes providers of technology that supports financial professionals in the administration of pensions and allows them to deliver a member experience which meets increasingly high consumer expectations. All organizations are assessed based on the merit of their endeavors, the overall strength of their entry, and have evidence of recent accomplishments to convince our in-house research team that they are worthy. A combination of primary and secondary research techniques to acquire both qualitative and quantitative data depending on its relevance to the program and be able to demonstrate expertise in a given area, dedication to client fulfilment, noteworthy performance or commitment to innovation. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results

Some of our advisors including Greg Pang, Rob Gole, Jason Wright, and Chip Rockey have been awarded for the Washingtonian in the past (2017, 2018)

The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers.

*Washingtonian – Top Wealth Advisors. The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Our advisors have been recognized in the Bethesda magazine again as part of their Financial Professionals Profile edition. We were interviewed on what services we provide and how we are unique in the financial world!

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