Chairman Emeritus & Founding Partner
Fort Washington, Pa
Even though I have now finally and officially resigned as an active partner, Harvest Advisers LLC continues to be a client-centered, values-focused, fee-based financial planning firm that is “Independent – Concerned – Caring.” Under the leadership of Sean M. Cook, CFP(R), Managing Partner and William L. ("Bill") Brams, CLU, ChFC, MSFS, President, we have the most successful, satisfying outcomes (and have the most fun) by working collaboratively with our clients’ other trusted advisers to solve problems and help people take (or maintain) meaningful control of their lives, often in creative ways that engender an ever enlarging sense of how they can make a difference for good within their families as well as in the wider world.We partner with clients and advisers to assist in “Managing life’s transitions. Shaping secure futures.” Our proprietary planning process, “The Family Matters Method™”, provides solutions that work to identified concerns to help our clients enjoy secure and meaningful lives.Along with my retirement, I have given up all my securities and insurance licenses as well as my professional designations. However, Sean and Bill continue to provide the services noted in the disclosure statement below:Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org, a registered investment adviser. This communication is strictly intended for individuals residing in the states of AZ, CA, DE, FL, GA, IN, KS, MA, MI, NC, NJ, NY, PA, SC, TX, VA, WA, and WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
