About The Harvest Group
A family-owned business providing financial peace of mind to you and your family.
Based in Waltham, MA, The Harvest Group is a family-owned investment advisory firm specializing in family wealth management. Led by Roger H. Ingwersen, CFP®, CIMA®, CRPC®, his son Todd M. Ingwersen, CFP®, CIMA®, CEPA®, and daughter Laurie E. Ingwersen, CFP®, CRPC®, CDFA™, CBC, the firm provides individuals, families and family businesses with customized wealth management and financial planning services. Download our brochure for more information.
As a family team of CERTIFIED FINANCIAL PLANNERS™, The Harvest Group is dedicated to helping individuals and families achieve financial success. Our approach takes a generational perspective to wealth management, applying proven principles to preserve and enhance your wealth.
From your initial consultation onwards, we pledge to be a constant in your life, helping you connect the dots on all aspects of wealth management, investment management, and financial planning whether provided by ourselves or other specialists (lawyers, accountants, etc.). We are also committed to providing our financial services in a clear and transparent manner where we have a fiduciary duty to act in the best interests of our clients putting your interests ahead of ours.
Our family team of CFPs® understands from first-hand experience that family wealth management is not just about money, but often involves complex and unique issues: family dynamics, amicable conflict resolution, business succession planning, and more.
With more than eight decades of experience, we provide expertise in all areas of financial planning and wealth management.
Our Commitment to Service Starts with a Commitment to You
At The Harvest Group, our core business is helping you manage your financial life. It is our relationship with you, based on trust, that serves as a foundation for that business. Through hard work, integrity, mutual understanding, and respect, we strive to help you live your life with financial insight and success. We believe that what we do will influence generations to come.
We pride ourselves on simplifying our clients’ financial lives by providing them with well-informed, honest recommendations and a clear implementation process. Whether you are looking for end-to-end family wealth management or standalone financial services (financial planning, investment management, or risk-reducing insurance), our CERTIFIED FINANCIAL PLANNER™ professionals will help guide you on your path to financial success.
What You Can Expect
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.
- Treat you with respect, honesty, dignity, and transparency
- Act as your fiduciary advisor, putting your interests first
- Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk, and your time horizon
- Seek to explain the implications of the strategies we propose
- Update you by email, mail, phone, and in-person
- Meet with you regularly to review your Personal Financial Plan
We expect you to understand that our recommendations are always based on your best interests. We consider our fiduciary responsibilities to be a sacred trust. As our client, you need to know that all investment, tax, estate, and insurance advice will be based on the information you provide to us. We expect you to participate enthusiastically in the financial planning process.
We believe working together is essential to effective financial planning. To this end, we both need to make your financial strategies a priority.
- Keep each other informed of any developments that might affect these strategies
- Take the time to regularly review your Personal Financial Plan
- Both be honest and forthcoming about your financial situation
- Work to develop mutual trust, respect and understanding
- Respect your confidentiality
Harvest the opportunity, and contact The Harvest Group below to request a request a consultation.