For questions like: “How am I doing?” or “What should I be doing?”

Harvie Wealth Management Group believes the true measure of wealth management success is when financial decisions instill confidence and provide clarity as clients’ lives unfold and their needs evolve.

We employ Wells Fargo Advisors Financial Networks' Envision® tool to serve as a flexible, easy-to-understand process, which seeks to navigate life events like retirement planning, college savings, career changes, etc.

Sample Investment Plan