The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), has been shortlisted for the Family Wealth Report Awards in the category of “Innovative Client Solution.”
Specifically, the firm was short-listed for its Harvest Wealth Management for Life™, a comprehensive, personalized wealth management solution designed to better meet the needs of the firm’s growing clientele of individuals, families and family businesses. This new, proprietary service includes financial planning over a lifetime, investment management held to the fiduciary standard, management of non-investment finances, and relationship management. In addition to the full Harvest Wealth Management for Life™ service, The Harvest Group offers Investment Management, Financial Planning and Insurance and Wealth Protection as a la carte services.
Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have “demonstrated innovation and excellence during 2017.”
Commenting on the firm’s shortlisting, The Harvest Group Founder, Roger H. Ingwersen, CFP®, CIMA®, CRPC®, said: “We are delighted to have been shortlisted for these prestigious awards. It is a great honor to be recognized in the shortlist, and this is testament to the hard work that the team has put in over the last 12 months.”
ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms. He said: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management. Our aim is to make these annual awards one of the brightest and keenly contested highlights in the wealth management calendar.”
Winners will be announced at a gala awards dinner which will be held in New York on March 8, 2018 at the Mandarin Oriental.