Harvey Investment Management

Our Mission

At Harvey Investment Management, Inc., we believe wealth management should be a collaborative process, guided by trust, transparency, and a deep understanding of your individual financial journey. Founded in 2017, our team of experienced professionals empowers you to confidently navigate the complexities of wealth through a personalized approach that aligns with your unique goals and aspirations.

Who We Serve

We cater to financially-minded individuals and families who are seeking personalized guidance to build, protect, and grow their wealth. Our clientele includes:

• Professionals at various stages of their careers
• Entrepreneurs and business owners
• Retirees seeking financial security
• Families with complex financial situations

Our Process

Our proven investment process is designed to empower you with comprehensive financial planning and transparent communication every step of the way. This involves:

• Discovery & Goal Setting: We delve deep into your financial history, goals, and risk tolerance to establish your unique roadmap.
• Comprehensive Analysis: We assess your current financial situation and investments to identify potential areas for improvement.
• Tailored Strategies: Our team works with you to develop a customized investment plan aligned with your financial goals.
• Regular Review & Adjustments: We actively monitor and review your portfolio, making adjustments as needed to ensure optimal performance.

What Sets Us Apart

• Experienced Team: Our team comprises seasoned professionals with an average of 25 years of experience in the financial industry.
• Fiduciary Approach: We prioritize your interests through transparent fee-based advisory services and act as your fiduciary, putting your needs first.
• Transparency & Communication: We provide clear and concise explanations of your financial plan and ongoing performance.
• Client-Focused Service: We value open communication, accessibility, and building strong relationships with our clients.