WELCOME
Harvest Wealth Financial invites you to discover the personal side of investment management. A client-centric practice focused on working with individuals and businesses to achieve their financial objectives. Wealth creation and preservation is an ongoing conversation of education, planning and service. Harvest Wealth Financial begins this process with the understanding that no two individuals or businesses are alike. You are unique and therefore your assets should be managed based on your personal goals, risk tolerance and dreams. Whether you are a seasoned investor or looking to start an investment journey to the future please reach out and start the conversation.
CONTACT US TODAY FOR A FREE FINANCIAL REVIEW!
732-377-2024
ABOUT ME
Reverend Dr. Nicole B. Simpson, CFP® is a practitioner with over 30 years of experience in the securities industry which she entered in 1991 and holds Series 7, 63, and 65 Securities licenses. On September 11, 2001, her life was drastically altered as a financial planner working at 2 World Trade Center on the 73rd floor. Simpson was still in the building on the 44th floor when Tower 2 was hit during the World Trade Center attacks. Today, Simpson compassionately assists families on how to begin to walk along the road to recovery when faced with a catastrophic, unexpected disaster. She is actively involved in spiritual, emotional and economic empowerment. A compelling empowerment speaker, television/ radio personality and author, Ms. Simpson travels throughout the United States teaching in a practical and easy to understand manner. Her simple approach motivates everyone who hears her message to take action to change their future. Her commitment is to engage people with the thought, “If money were not an issue, what would be your life’s purpose?”
Pastor Nicole’s life began to take shape when she turned seven years old. Gifted with a bible by her mom she spent most her time in her room reading the red words in that Bible, sparking her interest. Those red words told her to do good to please God and it taught her how to pray. It was through scripture, she learned how to seek God’s comfort in the midst of every storm. Like most individuals, she has suffered unexpected, significant personal tragedy that affected her entire family emotionally and financially. What is critical, but often avoided, is the experience and willingness to share strategies that instruct others how to overcome unexpected disasters that can stagnate one’s personal life because of a crisis. “How does one pick up the pieces of their life and move toward their ordained purpose?” She can answer those questions and put into perspective the necessary steps to begin the recovery process.
In January 2016, she embarked on a new life journey becoming the Pastor of Micah 7 Ministries located in Piscataway, NJ. Her media profile includes appearances on TEDxMaviliSquare in May 2023, ABC News, CNN News, BBC World News, Huffington Post, Crains NY Business, Fox News, PBS and UPN 9. She is a Board Member of CFP Board Center for Financial Planning Diversity Advisory Group, Chair of the Generation X Community Association, and Provost of the Dare 2 Dream Institute. She frequently speaks on the lecture circuit and has authored several books on financial and life planning. Two of her books, Dare 2 Dream and The Quiet Shift were awarded Third Place in the BookFest Awards and was featured on the NASDAQ billboard in New York Times Square. In addition, The Quiet Shift received the International Book Award Finalist recognition for 2023 in the category Health: Aging/50+. Her commitment to financial education and planning was recognized as she was named Investopedia’s Top 100 Independent Financial Advisors for 2022 and 2023, while also being recognized with an honorable mention by Invest in Others as Trailblazer of the Year in 2023. Nicole received a Doctorate in Transformational Leadership with top honors from Boston University, an M.Div. Magna Cum Laude from New Brunswick Theological Seminary, and a B.S. Cum Laude from Oral Roberts University.
After 30 years of industry experience that recognizes an economic cultural reckoning is occurring, Simpson is equipped, realizing she is an anomaly and has much to contribute to the inevitable change America is demanding. This reality demands her to be available as a “teacher, trainer, mentor, guidance counselor”.
PRODUCTS AND SERVICES
I have worked with many individuals in helping them develop long term investment strategies to address their financial needs and goals. Whether your needs are income or growth, together we can create a diversified portfolio for you by implementing and monitoring various investment strategies based upon your risk tolerance and time horizon.
RETIREMENT
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401K
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403(b)
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457(b)
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IRA’s
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Roth IRA’s
ADVISORY SERVICES
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Private Wealth Management
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Dorsey Wright & Associates
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Fidelity
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Charles Schwab
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AssetMark Trust
INSURANCE
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Life Insurance
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Annuities
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Long Term Care
INVESTMENTS
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Stocks
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Fixed Income
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Mutual Funds
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ETF’s
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Statement Analysis
AWARDS
ARTICLES
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How To Recover From a Summer of Spending
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7 Top Investing Books Recommended By Financial Advisors
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I’m a Financial Planner: 3 Money Resolutions That Usually Fail — And 3 That Stick
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I’m a Financial Planner: 4 Questions To Ask About Your Inheritance
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How depths of 9/11 trauma propelled planning career
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Finding Purpose Amidst Financial Challenges: Dr. Nicole B Simpson’s Insights
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Faith and Finance: Dr. Nicole Simpson’s Unique Approach to Financial Empowerment
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THE VANDERBILT CONNECTION
As an Independent Financial Professional, I am affiliated with the Independent Broker Dealer & RIA, Vanderbilt Financial Group. Headquartered in Woodbury, NY, Vanderbilt is known as “The Sustainable Wealth Management Firm” for our commitment to providing Financial Advisors and clients greater access to value-aligned investments. Headquartered in a LEED-certified Platinum building, Vanderbilt’s commitment to changing the world begins at home in their office and within their culture. I am supported by Vanderbilt’s full team of dedicated staff who are committed to providing superior quality and service to its Financial Advisors and Clients. This very progressive, innovative and values driven firm fosters a strong entrepreneurial spirit and a partnership that allows us to better serve our clients.
Learn more about Vanderbilt Financial Group at www.VanderbiltFinancialGroup.com