very lightly detailed white and grey marble grain.jpg

About Harvest Horizon Wealth

Steady Hands
to Help Guide in Changing Times

Clear Direction
When Life Gives More Than You Can Handle

Thoughtful Risk Management
Designed to Take the Road That's Best for You

A Life with Meaning
Because Money Means Nothing if it Doesn't Give You a Life You Love

These tenants govern client care and service at Harvest Horizon Wealth Strategies.

In every relationship, we strive to bring a deep commitment to understanding your priorities and delivering guidance that aligns with your goals.

Harvest Horizon Wealth Strategies is located in downtown Amery, WI and services both private and public wealth in the Upper Midwest.

FAQ

Become a Client

Jose Alvarez,

CFP

®

, MBA

Founding Advisor

Born and raised in Wisconsin, I served ten years in the U.S. Army as a paratrooper and infantryman, leading reconnaissance missions around the world. After coming home, I earned my Master’s in Business Administration with a focus in Finance from UW–Whitewater, entered the finance in world 2018, and now proudly own Harvest Horizon Wealth Strategies, serving my clients as a CERTIFIED FINANCIAL PLANNER professional.

Outside of the office, I run a small herd of beef cattle while my wife, a nurse, raises a flock of hens. We’re raising our son, Carver, to love the outdoors as much as we do – whether we’re hiking, kayaking, or just enjoying life in rural Wisconsin.

My background in the military, business, and agriculture shapes everything I do. It’s how I help clients plan wisely, live fully, and leave behind a legacy they’re proud of.