All Harvest Group News


The Harvest Group Shortlisted for the Family Wealth Report Awards 2018

January 10, 2018

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…

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The Harvest Group Supports The Ellie Fund’s Casino Night Fundraiser

December 18, 2017

Boston, MA, December 18, 2017 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), was pleased to support a fundraiser for The Ellie Fund, a non-profit organization that fights breast cancer and provides free services to ease the effects on cancer patients and families. The firm sponsored a table at…

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The Harvest Group’s Senior Wealth Management Advisor, Laurie E. Ingwersen, CFP®, CRPC®, CDFA(TM), Earns Cash Balance Consultant (CBC) Certificate

December 18, 2017

Boston, MA, December 18, 2017 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that Laurie E. Ingwersen, CFP®, CRPC®, CDFA(TM), has received a Cash Balance Consultant (CBC) certification from retirement administration firm and Cash Balance specialist, Kravitz, Inc. With the CBC certification, Ingwersen has gained the tools necessary…

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Waltham-Based RIA, The Harvest Group, Responds to Morgan Stanley’s Withdrawal from the Broker Protocol by Vowing to Help Advisors Go Independent

November 6, 2017

The Harvest Group Wealth Management, a family-owned, independent Registered Investment Advisor (RIA), is stepping up efforts to help veteran wirehouse financial advisors transition to independence, modernize their practice, earn more net income, plan for the succession of their business, and retire with confidence.

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The Harvest Group Celebrates One-Year Anniversary as a Family-Owned, Independent RIA

October 3, 2017
The Harvest Group Announcement

Boston, MA, October 2, 2017 – The Harvest Group Wealth Management, LLC, a multigenerational family team of CERTIFIED FINANCIAL PLANNERS™, celebrates its one-year anniversary as a family-owned, independent Registered Investment Advisor (RIA). In September 2016, 45-year industry veteran, Roger H. Ingwersen, CFP®, CIMA®, CRPC®, along with his son Todd M. Ingwersen, CFP®, CIMA®, and daughter…

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The Harvest Group Launches Harvest Wealth Management for Life™, a Comprehensive, Personalized Wealth Management Solution for Individuals, Families, and Family Businesses

August 28, 2017
Harvest Wealth Management for Life

The Harvest Group today announced the launch of its Harvest Wealth Management for Life™, a comprehensive, personalized wealth management solution that takes a long-term perspective to managing and growing individual, family and family business wealth.

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Invitation to Attend A Social Security and Medicare Discussion, September 13

August 25, 2017
Social Security cards and spreadsheet

On Wednesday, September 13, Harvest Wealth Management for Life™ presents A Social Security and Medicare Discussion. Special guest speakers will address many concerns and issues that are worth considering before the open enrollment period begins on October 15. The discussion, led by Senior Insurance Broker Rebecca Emerson and Steve Gilbert, of Prudential Annuities Advanced Planning Group, will include: An…

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Backpacks for Kids

August 17, 2017

Thanks to the Backpacks for Kids Foundation, hundreds of backpacks will soon make their way to less fortunate children around Boston and Metrowest. Laurie Ingwersen Moghaddam is grateful for the opportunity to be involved with the Foundation. Read the article   

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Laurie E. Ingwersen to Mentor Aspiring Women Financial Planners as Part of CFP® Board’s WIN-to-WIN Program

August 11, 2017
Image of Laurie Ingwersen

The Harvest Group’s Laurie E. Ingwersen to Mentor Aspiring Women Financial Planners as Part of CFP® Board’s WIN-to-WIN Program Boston, MA – Laurie E. Ingwersen, Senior Wealth Management Advisor at financial advisory and wealth management firm, The Harvest Group, will serve as a mentor in the Certified Financial Planner™ (CFP®) Board’s WIN-TO-WIN mentoring program. WIN-to-WIN…

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