Harvest Point Wealth Management

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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

As the end of the year approaches, now is a great time to review your investments and consider potential tax-saving oppo...
10/28/2026

As the end of the year approaches, now is a great time to review your investments and consider potential tax-saving opportunities!

Tax-loss harvesting is one strategy that may help offset realized investment gains, but timing matters. With the December 31st deadline just over two months away, it's important to understand the rules and talk with your wealth advisor before making any changes to your portfolio.

A little planning now could make a difference come tax season!

Leaves are falling, temperatures are dropping, and the sun is setting earlier by the day. In the blink of an eye, we find ourselves nearing the end of 2026. Before you know it, we’ll be ringing in 2027, and those 2026 tax documents will start showing up in your inbox...

10/27/2026
Meet Laura! 🎉Laura has been a Wealth Advisor at Harvest Point® Wealth Management for almost 4 years now. Previously, she...
10/26/2026

Meet Laura! 🎉

Laura has been a Wealth Advisor at Harvest Point® Wealth Management for almost 4 years now. Previously, she was a Wealth Advisor for 5 years at another firm where she also had spent 3 years working on the tax side as a CPA. She grew up in the Des Moines area and went to Drake University, so it has been especially meaningful to her to build her career and serve clients in the community she has always called home.

What she enjoys most in her role at Harvest Point®:
I enjoy helping clients reach their financial goals while aligning their faith, finances, and future to create a plan that reflects what matters most to them.

Outside the office:
When I’m not at work, you’ll usually find me busy with my four kids—taking them to their activities, cheering them on from the sidelines, and making the most of the time we have together. We love watching and playing soccer, going on bike rides, and staying active as a family. At home, I enjoy working on house projects, baking fresh bread, and crocheting. Most of all, I love the everyday moments spent with my family and creating memories together.

Something people might not know:
I played soccer at Drake University, where soccer also played a role in how my husband and I met. We got to know each other while playing soccer on the beach during a mission trip to the Dominican Republic. Soccer has been a big part of my life and it continues to be as our kids are loving soccer as well.

Currently enjoying:
I got into crocheting the beginning of this year. It helps me slow down and focus while creating something that is tangible. Plus it's fun to see the joy on my kids' faces as I give them the blankets, hats, and stuffed animals that I have made for them.

Favorite Place She’s Been:
Spain

As we near the holiday season, now is a great time to review your financial plan, double-check deadlines, and discuss im...
10/22/2026

As we near the holiday season, now is a great time to review your financial plan, double-check deadlines, and discuss important considerations as you wrap up 2026 and prepare for 2027.

Join us on Thursday, November 12th, at 12:00 PM (CT) for our upcoming Year-End Reminders webinar, where we will host an advisor panel focused on frequently asked questions and key considerations for closing out the year!

Register today!👇
https://us02web.zoom.us/webinar/register/1017919895325/WN_krwRvkXhSUWg7Qgw4A3Cjw

Earlier this month, our team spent a couple of days at Wildwood Hills Ranch for our annual team off-site!It was a wonder...
10/21/2026

Earlier this month, our team spent a couple of days at Wildwood Hills Ranch for our annual team off-site!

It was a wonderful time of rest, restoration, dreaming big, and growing together as a team. We are grateful for the opportunity to step away from our daily routines, reflect on how far we've come, and look ahead to the future of Harvest Point®.

A special thank you to the wonderful staff at Wildwood Hills Ranch for hosting us and to our incredible team for their continued commitment to our culture, mission, and future.

We're already looking forward to next year!

Preparing financially for the holiday season can start now! 🎄Discover practical ways to plan ahead, enjoy your favorite ...
10/19/2026

Preparing financially for the holiday season can start now! 🎄

Discover practical ways to plan ahead, enjoy your favorite holiday traditions, and make meaningful memories without compromising your long-term financial goals.

The holiday season is one of the best, and busiest, times of the year. We celebrate with friends and family, enjoy favorite traditions, exchange gifts, travel, attend events, and, of course, enjoy some wonderful food...

Tomorrow is Angela's 7th work anniversary!Join us in congratulating Angela on 7 amazing years with Harvest Point®! 🎉
10/16/2026

Tomorrow is Angela's 7th work anniversary!

Join us in congratulating Angela on 7 amazing years with Harvest Point®! 🎉

Are your important documents stored in a place where you can (a) find them easily and (b) trust that they're protected f...
10/15/2026

Are your important documents stored in a place where you can (a) find them easily and (b) trust that they're protected from theft or damage?

Whether it's a birth certificate, insurance policy, or estate planning document, having important information organized and accessible can save you and your loved ones time and stress when you need it most.

More in the comments below.

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

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