Financial Harvest Wealth Advisors

Financial Harvest Wealth Advisors (FHWA) actively partners with Charles Schwab Institutional and TD Ameritrade Institutional to provide custodian services for clients. Collectively, Schwab and TD custodian more than $1.2 trillion in assets. FHWA further enhances their strategic capacities by partnering with Dale K. Ehrhart Inc. (DKE), a Registered Investment Advisor founded in 1950, presently managing more than $1billion in assets for four ultra high-net-worth families and its partners. Together we assist our clients in coping with the full array of wealth concerns facing the affluent, including business succession success, mitigation of taxes, asset protection, transference of wealth efficiently and effectively to heirs, and charitable gifting. Below are a few of the DKE team members that help us deliver sophisticated, yet simple, solutions to our clients.