Your Dedicated Wealth Partner
Harvest Investment Consultants has joined Verdence Capital Advisors. Your advisor has not changed; nor has their commitment to serving your best interests. However, you now have access to a wider range of investment opportunities and planning services. Our team is excited to welcome you to the next chapter in our relationship!
Why We Joined Verdence
Expanded Services. Built Around Your Life.
For decades, our commitment has stayed the same: put your interests first, and build portfolios that reflect your values and long-term goals.
Verdence shares that commitment. This transition is designed to help us keep it as your needs grow more complex. Your advisor now has access to alternative investments, custom portfolio strategies, private markets, and family office planning.
With a wider service selection, your advisor may be able to further personalize your portfolio, helping to grow your wealth and preserve your legacy.
How We Will Support Your Financial Life at Verdence
Private Wealth
Grow and protect the wealth you worked so hard to build.
Our private wealth services include end-to-end financial support, such as comprehensive risk analysis, portfolio diversification strategies, and access to unique alternative and private investments.
Family Office
Gain more time for the people and activities that matter most.
Our high-touch specialists assist you with day-to-day finances, philanthropic guidance, family governance, cybersecurity protections, and bespoke lifestyle management.
Financial Planning
Navigate complex financial decisions and meet your evolving obligations with confidence.
Our team develops sophisticated financial strategies suited for complex portfolios, built around a deep understanding of your financial goals.
Legacy Preservation
Align your portfolio with your true values.
Our legacy preservation services help you develop and execute financial strategies to protect what really matters to you, from philanthropy to family wealth and values.
Business Exit Planning
Leave your business in safe hands while protecting your wealth.
Our advisors help you plan and execute a successful exit focused on maximizing profit, minimizing friction, and ensuring the legacy you built remains intact for generations to come.
Wealth Event Planning
A business sale. An inheritance. A stock option or RSU payout. Sudden wealth brings new complexity.
We help you understand what’s changed, what to prioritize, and what to plan for, so you don’t miss critical steps or opportunities.
“It was clear from the beginning that Harvest looked much like Verdence with deep client relationships and a collaborative culture.”
Frequently Asked Questions
Why did Harvest join Verdence?
We have always tried to put our clients first, and in Verdence, we found a firm that truly shares that outlook. We share the same local community; the same fiduciary commitment; and the same belief in personalized service. This was therefore an opportunity to change how we operate, but not who we are or what we stand for.
As a valued client, you will now benefit from refined, experienced systems and the backing of a firm that supports nearly $5 billion in client assets.* We believe this transition will serve you well for years to come.
Will this change my advisory relationship?
No. You will work with the same advisor you know and trust. Your meeting schedule won’t change, nor will the way you engage with your advisor. However, this transition was designed in part to free more time for our team. That means you may have the opportunity to meet with your advisor more frequently, along with more resources and deeper support to draw upon.
What will happen to my financial plan?
Your plan and your portfolio will continue without interruption. Over time, you will gain access to Verdence’s planning platform and a wider set of investment options, including private markets and alternatives, if and when they fit your goals.
How can I learn more about Verdence?
Reach out to your advisor with any questions. You can also visit verdence.com to learn more about the firm, our new team, and how Verdence serves clients. We are happy to talk through anything on your mind as we move forward together.
