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.