This is the true story of how individuals from different backgrounds came together to form one of the most innovative groups in financial planning and wealth management—Harvestwealth Partners, LLC.

Sowing the seeds

When Bob Wood and Lloyd Dotson first met in the early 1990s, it became quickly apparent that their friendship would affect both their futures.  Lloyd was a young planner when he called on Bob, then a money management professional, to recruit him for an upcoming workshop on wealth strategies.  And so it began.

In the months that followed, over lunches, phone conversations, and family gatherings, they outlined the principles—a fee-based group working on the same side of the table as the client to help him or her plan, prosper, preserve, and protect family wealth—that ultimately became the foundation for Harvestwealth when the partnership was established in 1996.

Later, they were joined by great people like Jeff Rockwell and Damian Petta who share their outlook: to help investors feel comfortable seeking help with their financial goals and to assist them in a knowledgeable, courteous, and professional manner.

HarvestwealtH Partners LLC chose to partner with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.