Financial Harvest Wealth Advisors, based in Winter Park, Florida, is a trusted financial advisory firm led by founder and CEO David A. Witter, a CERTIFIED FINANCIAL PLANNER, and Certified Succession Planner, along with principal and wealth advisor Katie M. Witter. Since 2002, the team has been dedicated to helping families, businesses, and individuals build and preserve wealth through personalized services and a professional network of experts.
Specializing in tax mitigation, asset protection, wealth transfer, and more, Financial Harvest Wealth Advisors believes in guiding clients towards a life of significance beyond money, focusing on what truly matters to each individual or family. With a disciplined investment philosophy and a commitment to client education, the firm serves successful individuals with six to seven figures in investable assets, including family business owners, executives, and generational families seeking financial leadership throughout their lifetime.
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