The Harvest Group Celebrates One-Year Anniversary as a Family-Owned, Independent RIA
October 3, 2017, by The Harvest Group
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 Laurie E. Ingwersen, CFP®, CRPC®, CDFA™, left UBS to form The Harvest Group. The move gave the family team of advisors the freedom to take full control of wealth management decisions that are best-suited for clients and their families.
Roger Ingwersen said, “Several years ago, I started exploring options outside of the wirehouses, and I recognized that Todd, Laurie and I ran a very efficient practice, and I believed we could operate our business independently. This past year is our proof of that concept. We want to thank all of our wonderful clients for making this move to independence so successful.”
The Harvest Group has achieved a number of milestones during its first year in business, among them:
- The launch of 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.
- The launch of a new website focused on providing educational resources and in-depth insight to what The Harvest Group can offer prospective and current clients.
- The debut of “The Harvest Times,” an informative industry blog and monthly newsletter that illustrates the firm’s commitment to advising individuals, families and family businesses.
- Team expansion, including the hires of Junior Financial Analyst Matthew Montella, Senior Client Service Associate Thomas Willard, and Director of First Impressions, Lauren Gay.
“Over the past year we have been working hard to develop and upgrade our systems and processes to ensure the best possible client experience,” continued Ingwersen. “We strive every day to strictly adhere to our fiduciary duty – to act in our clients’ best interest and ensure total satisfaction in our wealth management services. It has been an exciting time for us – and we hope for our clients as well. In the coming years, we look forward to advising our clients on their personal financial and retirement needs.”
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.