Planted with purpose

Experienced guidance for your personal wealth

Your Financial Harvest

The word “harvest” has deep roots. Farmers prepare the land, plant intentionally, and nurture their crops until the time is right. In much the same way, your financial harvest is the result of years of purposeful planning.

You’ve worked hard to grow your career or business, budget wisely, and save for the next season of life—retirement.

At Harvest Wealth, we honor the time and care you’ve put into cultivating your future. Our experienced financial advisors are here to help guide your next chapter, so you can reap the rewards of your hard work.

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Get to know
our team

Jef W. Lockman, CFP®

Founder & CEO

Joyce Torricos

Chief Operating Officer

The CFP® Advantage

Certification matters. As a CERTIFIED FINANCIAL PLANNER™ professional, Jef Lockman offers comprehensive expertise in retirement planning, taxes, estate strategies, and more—so you can feel confident in every step.

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Investment Consulting

We believe thoughtful, well-rounded investment planning is key to long-term success. With decades of experience in financial services, our team offers valued guidance and tailored strategies

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Concierge-level Service

Comprehensive service is the foundation of our work. We prioritize connection, care, and attention to detail—ensuring every client receives the dedicated support they deserve.

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What are you planting today to harvest tomorrow?

— LAILAH GIFTY AKITA