The Harvest Group’s Laurie E. Ingwersen, CFP®, CRPC®, CDFATM, CBC to Lead Boston Chapter of The W Source™
Boston, MA, June 4, 2018 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that Laurie E. Ingwersen has been invited to launch and lead the Boston chapter of The W Source™, a nationwide networking group for female professionals. The inaugural lunch meeting of the Boston chapter will be held on July 12th at The Harvest Group’s Waltham office, and moving forward, chapter members will meet on the second Thursday of each month at the same location.
Ingwersen commented, “Building a strong referral network is critical for any professional service provider, but I was growing frustrated by the constraints of some of the traditional networking groups. The W Source offers all the benefits of other networking groups but creates a platform specifically for women to grow their businesses and nurture referral relationships. I am excited and proud to be the Boston Chapter Head.”
A co-founder, managing partner, and senior wealth management advisor at The Harvest Group, Ingwersen was selected for her leadership as a financial advisor and family business owner. As an entrepreneur, she helps manage a growing family business focused on helping individuals, families and family businesses with financial, retirement and succession planning, as well as family dynamics. She played a pivotal role in the launch of the firm’s Harvest Wealth Management for Life™, a comprehensive, personalized wealth management solution that provides clients with financial planning over a lifetime, investment management held to the fiduciary standard, management of non-investment finances, and relationship management. In addition to helping clients achieve financial health, Ingwersen also helps other financial advisors make the move from wirehouses to independence.
Ingwersen devotes her personal time to advancing the missions of non-profit, business, and community organizations. Through the CERTIFIED FINANCIAL PLANNER (CFP®) Board’s WIN-TO-WIN mentoring program, she serves as a mentor to prospective female CFP®s, ensuring that women interested in financial planning understand the benefits of CFP® certification and have guidance through the process. She is also a trustee with Backpacks for Kids, an organization that donates school supplies and backpacks to students in need.
Headquartered in Santa Barbara, The W Source™ helps female professionals expand their referral networks and grow their businesses by establishing a networking group of 20-25 professionals in their local area. Members include professionals such as CPAs, Attorneys, Risk Management Specialists, and others. With its proprietary tools and resources, marketing support, as well as a dedicated sales coaches, The W Source™ provides each Chapter Head with its formulaic approach to run a local group. Chapters hold monthly meetings as well as “one-on-one” meetings that are designed to help members cultivate relationships within their networks.
About The Harvest Group
Based in Waltham, MA, The Harvest Group is a family-owned investment advisory firm that specializes in family wealth management through its Harvest Wealth Management for Life™ service. The firm is committed to serving as a constant resource to help its growing clientele of individuals, families and family businesses flourish in all aspects of wealth management, investment management and financial planning. Services are provided in a clear and transparent manner in order to meet the fiduciary duty of always acting in clients’ best interests.
The Harvest Group Wealth Management, LLC is an SEC registered investment adviser principally located in Waltham, MA. Information regarding our firm’s services can be found at www.myharvestgroup.com. A copy of our current written disclosure Brochure discussing our advisory services and fees remains available upon request.