800 South Street
The Harvest Group provides individual and family wealth management by a family team of CERTIFIED FINANCIAL PLANNERS™.
You can trust that, as your family wealth advisor, we will consistently and responsibly perform all requested services and that we will be available when you need us. Our fiduciary standard of care commits us to acting in your best interest at all times and for each stage of the wealth management process.
- Roger H. Ingwersen
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more.
As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Risk Tolerance: What’s Your Style?
Responsible investing provides a personal connection for investors.
This process ensures our CFP™ professionals can thoroughly review your financial situation and long-term goals before formulating a specific strategy.
Anticipating profound change isn’t always possible, but there are proactive steps we can take to increase our preparedness for whatever life throws at us.
Schedule an Initial Consultation
Discuss your financial situation with a Certified Financial Planner CFP® and we can help you determine the best actions you can take to help secure your financial future.