800 South Street
The Harvest Group is a boutique family-owned business of Certified Financial Planners™ whose goal it is to help you improve your quality of life by providing financial peace of mind. We do this through a proprietary process called Harvest Wealth Management for Life® which allows us to collaboratively design individualized plans with solutions that fit your unique lifestyle, needs and goals.
We help clients manage their financial life with a focus on wealth in transition, whether through retirement, the sale of a business, inheritance, divorce, or any other life event that requires complex planning. The combined knowledge and experience of our team provides effective stewardship by guiding you to protect your wealth and achieve your financial goals.
We provide structure in a complex financial world through financial planning, wealth management, wealth protection, investment management, and wealth transfer and estate planning.
As fiduciaries, our clients’ interests always come first and we strive to build life-long and multi-generational relationships. We are committed to responsive, respectful, and proactive communication and the highest standard of client service.
Providing Stewardship by guiding and protecting
Our knowledge gives us the ability to help our clients successfully reach their goals
Proactive and responsive in all communications
Always respectful, empathetic, and honest
We use our combined experience to give structure in a complex financial world
The Harvest Group was founded by Roger H. Ingwersen more than forty years ago.
Roger was raised on a working farm in the Midwest, where the harvest season is celebrated by farm families as the culmination of hard work, teamwork, and planning. His own family celebrated the season as a time when their labors and team work came to fruition to yield a bountiful harvest. Roger recognized that this approach to life exemplified the financial process: financial success, too, is the result of a lifetime of hard work and planning. He felt it was only fitting to name his team of Certified Financial Planners, The Harvest Group.
Roger realized early in his career that helping families properly plan for and implement successful financial strategies takes a team of dedicated and educated professionals working together. He recognized that it was the ideal way to help other families as if they were his own and instilled these same values in his daughter, Laurie Ingwersen, now also a Managing Partner of the firm.
The Harvest Group is ranked as one of the Best Financial Advisors in Waltham and the surrounding areas. Contact The Harvest Group to request a consultation to see how you can harvest your own financial peace of mind.
Disclosure: Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. A copy of our disclosure brochure is available upon request.