Our Press Releases


THE HARVEST GROUP SHORTLISTED FOR THE FAMLY WEALTH REPORT AWARDS 2019

December 2, 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 “Family Office Management Consultancy.” This is the second consecutive year The Harvest Group has been shortlisted for the awards. Led by Roger H. Ingwersen, CFP®, CIMA®, CRPC®, his son…

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Waltham-Based RIA, The Harvest Group, Joins Association of Financial Educators

November 20, 2018

The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that it has joined the Association of Financial Educators (AFE), a national speakers bureau for financial professionals. The AFE disseminates information and conducts financial literacy classes throughout the U.S. As members, The Harvest Group team will donate its time to share…

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Waltham-Based RIA, The Harvest Group, Launches The Harvest Advisor Group

July 16, 2018

The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), has launched The Harvest Advisor Group, a dedicated program 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. Backed by a team of CERTIFIED…

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The Harvest Group’s Laurie E. Ingwersen, CFP®, CRPC®, CDFATM, CBC to Lead Boston Chapter of The W Source™

June 4, 2018
Image of Laurie Ingwersen

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…

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The Harvest Group’s Roger H. Ingwersen, CFP®, CIMA®, CRPC® Named to the Prestigious Forbes Best-In-State Wealth Advisors List

May 29, 2018
Image of Roger Ingwersen

Boston, MA, May 29, 2018 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that Roger H. Ingwersen, CFP®, CIMA®, CRPC® was named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released February 15, 2018. Roger Ingwersen,…

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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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The Harvest Group’s Chief Investment Officer, Todd M. Ingwersen, CFP®, CIMA®, Earns Certified Exit Planning Advisor (CEPA) Certificate

December 10, 2017

Boston, MA, December 4, 2017 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), is proud to announce that Todd M. Ingwersen, CFP®, CIMA®, has received his certification from the Exit Planning Institute as a Certified Exit Planning Advisor (CEPA). With the CEPA certification, Ingwersen has gained nationally recognized tools…

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