Capital Harvest Wealth Partners

Capital Harvest Wealth Partners is a financial planning firm located in Bethesda, Maryland, with a team of four employees. The company generates an annual revenue of $2.5 million. Capital Harvest Wealth Partners offers a comprehensive suite of financial services tailored to individuals, families, and businesses. Their services encompass financial planning, investment management, retirement planning, wealth management, asset transitions, proper asset titling, estate planning, 401(k) and 403(b) planning, and efficient tax and education planning. The firm emphasizes providing clients with high-quality financial guidance and exceptional customer service. Securities and investment advisory services are provided through FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. For more information, visit capharvest.com.