Bob Rice is the Owner and Financial Advisor at Harvest Wealth Management, a distinguished independent financial consulting firm based in Needham, Massachusetts. With a steadfast commitment to the core principles of integrity, objectivity, and reliability, Bob leads a dedicated team that specializes in simplifying the...
Bob Rice is the Owner and Financial Advisor at Harvest Wealth Management, a distinguished independent financial consulting firm based in Needham, Massachusetts. With a steadfast commitment to the core principles of integrity, objectivity, and reliability, Bob leads a dedicated team that specializes in simplifying the financial lives of successful individuals across the country. His extensive expertise in investment advisory services, retirement planning, and portfolio management allows him to craft personalized financial strategies that empower clients to achieve their goals with confidence.
At Harvest Wealth Management, Bob oversees key projects that focus on comprehensive financial planning and investment management. By leveraging his deep understanding of investment strategies, asset management, and mutual funds, he ensures that each client receives tailored solutions that align with their unique financial aspirations. Bob’s hands-on approach fosters an intimate client relationship, allowing him to identify specific needs and develop actionable plans that drive financial success.
As an Investment Adviser Representative of Commonwealth Financial Network, Bob is well-versed in the intricacies of the financial services landscape, providing clients with a robust framework for making informed investment decisions. His skills in securities and investment management are complemented by a proactive approach to market trends, enabling him to navigate the complexities of the financial world effectively. With a focus on building long-term relationships, Bob Rice is dedicated to guiding clients through every stage of their financial journey, ensuring they can enjoy peace of mind and a secure financial future.