True Harvest Private Wealth is a wealth management team serving philanthropic business owners, high-net-worth individuals and families, non-profits, and people who want their financial decisions to reflect their values. Affiliated with Savvy Advisors, Inc., an SEC-registered investment adviser, the team focuses on coordinating investment and financial strategies with clients’ long-term goals.

Its services include evidence-based investment management, combining traditional investments with alternatives and private equity, with attention to tax efficiency and risk management. The team also develops charitable giving strategies, including donor-advised funds and other philanthropic structures, to help clients support causes while considering tax implications. For business owners, it provides exit and succession planning for transitions and liquidity events. Estate planning services aim to preserve wealth, provide flexibility, and help carry clients’ intentions across generations.

The team includes wealth managers with experience in business transitions, retirement planning, investments, charitable giving, and legacy strategies, supported by client service and operations expertise. True Harvest emphasizes clear, disciplined guidance to help clients steward, protect, and grow wealth with purpose.