J. Harvey Investments

New Firm. New Name. Same Quality Care.

Looking to the Future

I firmly believe this move to independence will allow me to further develop my own skill set and financial acumen, but I am also confident you will directly benefit, too. My clients have always been my highest priority, and this transition allows me to help you transform your years of wealth into many more exciting years of wealth preservation. I am eager to continue working by your side and guide you toward the financial future you’ve always envisioned.
Through our new relationship with Wells Fargo Advisors Financial Network, you will have access to an institutional-quality wealth management platform that includes industry-leading products and services, planning tools, tax-efficient solutions, technology, and online support.

Contact Us

Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future.