find your path to financial freedom.
As our client, you’re like family.
As an independent and family-operated financial advisory group, at Harvey Wealth Management we understand that living your best life is so much more than just money. It’s freely living your life with financial security. It’s time well spent with those that matter most.
We strive to have an open line of communication when you need us. Life doesn't always follow a straight path, so we are here to provide timely advice as life changes. We will work with you to craft a financial plan and strategy tailored to your specific needs, whether you are an individual or family, a business, or a non-profit organization.
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Who We Help
Whether you are 30 years away from retirement or several years into it, employed or going through a job search, or in a life transition with your family or health, we want to help you live your life with purpose.
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How We Help
We have one goal in mind: To help you achieve financial freedom and live your best life. By identifying your goals, values, and what matters most to you, we can create a personalized Financial Life Plan to help you live your life by design, not default.
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Who We Are
Trust. Honesty. Integrity. Transparency. We believe values matter, and we live by ours every day. We are a family-oriented firm that considers every client we serve as part of our RPI Family.
Our Services
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Our team’s proficiency is based on a goals-based, comprehensive financial planning approach that allows you to take a look at your entire financial picture.
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One of the most important components of financial planning is managing your investments. We bring the expertise of the world’s leading money managers to our clients and provide an additional layer of due diligence.
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A well-organized estate is one of the most thoughtful gifts you can leave your family.
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Minimize your tax bill with some smart planning that will leave more money in your pocket come April 15.
We are passionate about helping you achieve your goals so you can live a more meaningful life.
let us plan, so that you can dream.
Contact us.
bill@harveywealthmgt.com
(408) 489-9969
Redwood City, CA