Harvest Point Wealth Management

Harvest Point Wealth Management At Harvest Point®, we take care of our clients so they can take care of what matters most to them. Member FINRA/SIPC, www.finra.org, www.sipc.org.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered

06/17/2026
For many retirees and pre-retirees, your 60s may offer an important window for thoughtful tax planning.One strategy that...
06/16/2026

For many retirees and pre-retirees, your 60s may offer an important window for thoughtful tax planning.

One strategy that often gets overlooked? Roth conversions.

When evaluated carefully within a broader financial plan, Roth conversions may help create greater tax flexibility, reduce future Required Minimum Distributions (RMDs), and support long-term legacy goals.

For many retirees and pre-retirees, the decade between ages 60 and 70 may offer one of the greatest tax-planning opportunities in their lifetime. One strategy that often gets overlooked? A Roth conversion.

06/11/2026

Fake delivery texts are on the rise.

Before clicking any “failed delivery” link, verify the tracking number directly through the carrier’s official website. Scammers use these messages to steal personal and payment information.

Stay cautious, double-check the sender, and never enter payment info through a text link.

As we approach the second half of 2026, many investors are wondering what trends may shape the months ahead.In our lates...
06/10/2026

As we approach the second half of 2026, many investors are wondering what trends may shape the months ahead.

In our latest market outlook, we discuss market leadership, interest rates, AI innovation, and other themes influencing today’s investment environment.

The first half of 2026 has reminded investors that markets rarely move in a straight line. From geopolitical tensions in the Middle East to inflation concerns, changing interest rate expectations, and continued conversations...

Have you ever heard of a bucket plan? 🪣This approach helps organize your goals and expenses into different “buckets” bas...
06/09/2026

Have you ever heard of a bucket plan? 🪣

This approach helps organize your goals and expenses into different “buckets” based on timing, priority, and purpose.

Bucket lists are great, but having a bucket plan to go with them is even better.

06/05/2026

Join us in welcoming our Harvest Point® Intern, Luke Callahan! 🎉

Luke joins us from Iowa State University where he is currently pursuing his degree in Finance and Financial Counseling and Planning. Learn more about Luke by watching the video below or checking him out on our website!

Address

4201 Westown Parkway
West Des Moines, IA
50266

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Website

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