The Harvest Group’s Laurie E. Ingwersen, CFP®, CRPC®, CDFA(TM), CBC Receives 2018 Outstanding Women of Family Business Award from Family Business Association

March 12, 2018, by The Harvest Group
Categories:

Laurie Ingwersen

 

Boston, MA, March 12, 2018The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that Laurie E. Ingwersen has been named an Outstanding Woman of Family Business by The Warren Group editorial board.™

This annual award honors the achievements, commitment and dedication of female family business professionals who demonstrate outstanding leadership and commitment both within their businesses and in the communities they serve. Ingwersen will be honored at a reception on April 5, 2018 in Randolph, Massachusetts.

“Once again, we’re excited to recognize and honor the hard work and dedication of this year’s recipients of the Outstanding Women of Family Business Award,” said Timothy M. Warren Jr., CEO of The Warren Group. “Each woman exudes generosity, innovation, as well as grit, and we’re looking forward to honoring them at the upcoming awards gala.”

A co-founder, managing partner, and senior wealth management advisor at The Harvest Group, Ingwersen was selected for her leadership as a family business owner, mentor and philanthropist. 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.

A Dover, Massachusetts resident, 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.

The Family Business Association (FBA) is a non-profit organization that serves all types of family run businesses in Massachusetts and beyond. With more than 10,000 local members and supporters, the FBA focuses on enriching family businesses, so that they can attain a higher level of success, which then enables them to contribute back to the community.

About The Warren Group

The Warren Group is a business-to-business news and media outlet that informs and educates professionals across a number of key industries in a variety of markets across the United States. We publish an array of magazines, newspapers, websites and e-newsletters, as well as produce conferences, trade shows and events for industry groups. Our markets include banking, real estate, construction, finance, legal and accounting. We have been working with the Family Business Association for ten years in connecting family businesses and, beginning in 2017, have taken on a much larger role in accelerating the FBA’s growth.

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.

Important Disclosure:

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. 


Leave a Reply

Your email address will not be published. Required fields are marked *

©2018 The Harvest Group Wealth Management, LLC. All rights reserved.   |   Powered by Sales Renewal   |   Admin Login   |   Legal