WHY CHOOSE USMessage from the Founder:
I know the weight you carry. When you’ve been entrusted with significant resources, every decision feels high-stakes. You want to make wise choices, build a lasting legacy, and ensure your wealth serves a greater purpose. But the complexity can be overwhelming, and time is too valuable to waste on uncertainty.
That’s why I built Harvest Family Wealth—to take the heavy lifting off your plate. We specialize in deep, technical financial planning focused on speed, precision, and care. Our team moves fast, communicates clearly, and solves problems from every angle to help you make confident, strategic decisions.
I don’t just understand our clients—I am one. I feel the same responsibility to steward wealth well, not just for my family today but for generations to come. The Harvest Process was created to help you plant, grow, and steward your resources through a comprehensive strategy that stands the test of time. We think through every detail so you can move forward with clarity and confidence.
At Harvest, you get more than financial planning. You get a trusted partner who’s as committed to your legacy as you are. Let’s build something that lasts.
— Chris White
Founder, Harvest Family Wealth
Who We HelpPartners Through all of Life’s Chapters
At Harvest Family Wealth, we serve generous families in and around Middle Tennessee—and across the U.S. We are purpose-built to solve the unique financial challenges generous business owners face—whether it’s optimizing your business transition, aligning your wealth with your values, or securing your family’s legacy.
Built to serve:
- Generous families seeking to steward their wealth with purpose
- Entrepreneurial families facing business transitions or liquidity events
- Clients who value legacy—financial, charitable, and generational
What WE DoComprehensive Financial Planning,
Legacy Planning & Business Planning:
At Harvest Family Wealth, we don’t just manage money—we guide intentional families through the decisions that matter most. Whether you're growing a business, planning your legacy, or navigating life’s complexities, we bring clarity, precision, and care to every step.
Services:
We help generous families and business owners make smart decisions with their wealth—so they can live with clarity today and leave a legacy that lasts.
Problems We Tackle:
Behind every complex decision is a deeper tension—these are the financial, relational, and legacy challenges we help you untangle.
The Harvest Process
Our step-by-step planning process is built to bring clarity, confidence, and momentum to every stage of your journey.
Who We AreWealth Stewards for Generations
At Harvest Family Wealth, we operate as a “virtual ensemble” to stay agile and deliver indispensable service. By partnering with one of the top RIA groups in the country, we tap into deep operational and planning expertise without the overhead of a large in-house team. This outsourced model allows us to serve clients with greater speed, precision, and care—while stewarding resources wisely.

Are You Ready?Take the First Step
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.