ROGER H. INGWERSEN, CFP®, CIMA®, CRPC®

Roger Ingwersen is a Managing Partner, Senior Wealth Management Advisor and the Founder of The Harvest Group. For over four decades, Roger has specialized in meeting the unique financial needs of the affluent investor. In 2016, Roger left financial services firm UBS with his children, Todd and Laurie Ingwersen, to launch a Registered Investment Advisory (RIA), The Harvest Group Wealth Management, LLC. The family team works collaboratively to address clients’ current needs, goals and objectives for the generations to come using the unique Harvest Wealth Management for Life process ™. Before making the move to UBS, Roger worked for Wachovia Securities, Prudential Securities and Bache Halsey Stuart, where he got his securities industry start in 1972.

Roger grew up on his family farm in Iowa, where he learned that the harvest season is a metaphor for much of life’s challenges. Just as a farmer prepares the land, plants the seeds, and grows his crop through the unpredictable season before the harvest, wealth management takes a similar approach. This metaphor aptly describes the wealth management process and is the reason we’re called The Harvest Group. As a wealth manager, he applies those long-held values to help individuals and families secure their financial future. His goal is to provide sound, unbiased advice in order to deliver consistent performance, with minimal risks for clients.

Accreditations

  • Certified Financial Planner™ practitioner, CFP®
  • Certified Investment Management Analyst, CIMA®
  • Chartered Retirement Planning Counselor, CRPC®

Education

  • BS, Business Administration, University of Iowa
  • MS, Economics, Brown University

Military Service  

  • Lieutenant Commander, United States Navy Reserve (retired)
  • Listed, Best-In-State Wealth Advisors, Forbes 2018
  • Recognized, “The Winner’s Circle,” Research Magazine, 2006
  • The Wachovia Way Award, (The Wells Fargo Advisors Spirit Award) for long-standing dedication to clients, colleagues and community, as well as his role as an exemplar of the highest professional standards and industry best practices:

Roger and his wife, Deborah, live in Natick, MA, where they enjoy golf, travel, and spending time with their children and grandchildren.

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Direct Line:
844-996-3300
ext. 1016

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