Holistic wealth management for philanthropic business owners.
Who we serve
Business Owners
From growing your company to preparing for transition or succession, we simplify complexity and help you maximize what you’ve built.
High-Net-Worth Individuals & Families
For those with significant assets, we create holistic strategies that protect, transfer and steward wealth across generations.
Non-Profits
Our Planned Giving Services provide a unique way to maximize gifts to non-profits while minimizing taxes for donors.
The Charitably Minded
Advanced giving strategies help our clients leave a lasting legacy while fully benefiting from the generous tax deductions available.
How we help
Investment Management
We build evidence-based portfolios that mix traditional investments with alternatives and private equity, always with an eye on tax efficiency, smart risk management, and your long-term goals. Our approach is straightforward and disciplined, focused on protecting what you’ve built and helping it grow in today’s evolving markets.
Charitable Giving Strategies
We help families, non-profits and business owners maximize the impact of their giving, from donor-advised funds to advanced philanthropic structures, creating opportunities to steward wealth with purpose while reducing tax drag.
Business Exit Planning
We guide business owners through transition and liquidity events with a clear focus on tax efficiency. Our planning helps you keep more of what you’ve built, so the value of your life’s work supports both your family’s future and your lasting legacy.
Estate Planning
We create estate strategies that preserve wealth and reflect your values while providing flexibility for the future. By structuring your plan with clarity, we help ensure that your life’s work is carried forward on your terms — protecting your legacy across generations.
Who we are
Matt Powell, CFP®, ChFC®
Founding Partner | Wealth Manager
matt@trueharvestprivatewealth.com
847.850.2585
Matt brings over 20 years of experience helping clients align their financial strategies with their values and long-term goals. His expertise in charitable giving and business exit planning allows him to design solutions that maximize tax efficiency, support philanthropy, and preserve wealth across generations.
As a co-founding partner of True Harvest Private Wealth and a CERTIFIED FINANCIAL PLANNER™, Matt is dedicated to guiding business owners and families through complex decisions with clarity, stewardship, and purpose.
Derek Williams, ChFC®
Founding Partner | Wealth Manager
derek@trueharvestprivatewealth.com
503.922.2113
Derek has nearly two decades of experience guiding clients through complex financial decisions with an emphasis on tax optimization, retirement planning, and legacy strategies. He specializes in helping business owners and families design efficient solutions that align their finances with their values and long-term goals.
As a co-founding partner of True Harvest Private Wealth and a Chartered Financial Consultant®, Derek draws on a strong background in insurance and investments to provide clarity and confidence for clients preparing for retirement, business transitions, and charitable giving.
Mike Gaynor
Wealth Manager
mike@trueharvestprivatewealth.com
720.708.8274
Mike brings over 17 years of experience as an independent option trader at the Chicago Board of Trade, expertise he now applies to wealth management with a focus on risk management, investment strategies, and retirement planning. His deep understanding of market dynamics and alternative investments allows him to design portfolios that balance growth with protection.
As a financial advisor, Mike is committed to guiding clients through complex markets with clarity and discipline. His background as both a trader and business owner gives him unique insight into helping families and entrepreneurs preserve and grow their wealth while aligning investments with long-term goals.
Chris Quandt
Chief Operating Officer | Wealth Manager
chris@trueharvestprivatewealth.com
503.459.3823
Chris Quandt is Chief Operating Officer and Wealth Manager at True Harvest Private Wealth. Since 2017, he has guided business owners and high-net-worth families through advanced planning strategies designed to address estate taxes, capital gains, and long-term wealth preservation.
He collaborates with leading legal and tax professionals to deliver integrated solutions, ensuring clients have clarity and confidence in every decision.
Lauren Kanipe
Senior Client Associate
843.438.2988
Lauren Kanipe is a Senior Client Associate at True Harvest Private Wealth. With over 3.5 years of experience in financial services, she supports the firm’s clients and advisors by delivering seamless service and clear communication.
She began her career at Merrill Lynch in Charleston, SC, where she built a strong foundation in client relationships and operational excellence. A graduate of the University of South Carolina with a B.S. in Business Administration and SIE certified, Lauren blends technical knowledge with a client-first approach to ensure processes run smoothly and efficiently.