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The Harvest Group is a multi-generational family team of CERTIFIED FINANCIAL PLANNERS™ that takes a long-term perspective to growing individual and family wealth. Our fiduciary duty is to always act in your best interest, and we understand from first-hand experience that family wealth management is not just about money, but often involves complex, non-financial issues that include family dynamics, amicable conflict resolution, family business succession planning, and more.
Our Values Statement: As a family-owned business, we think of ourselves as a part of your extended family. Our shared values of respect, integrity and trust form the basis of every client relationship. Your family’s future is our priority and we take pride in providing financial advice that can make a difference in your and your family’s lives. At The Harvest Group, our mission is to give families peace of mind and we are grateful to our clients for the trust they place in us by putting their financial futures in our hands.
A family-owned business providing financial peace of mind to you and your family.
The Harvest Group offers comprehensive wealth management services (“Wealth Management for Life”) plus à la carte Investment Management, Financial Planning, and Insurance services:
Wealth Management for Life™
Investment Management, Financial Planning, Insurance, and everything else needed to manage wealth over life cycles and lifetimes.
Investment Management
Design and execution of discretionary investment strategies for individuals and families that maximize portfolio growth while minimizing exposure to risk.
Financial Planning
Analysis of your financial situation and objectives that delivers custom wealth management strategies to protect your goals at each stage of your life.
Wealth Protection & Insurance
Insurance can be a cost-effective way to reduce risk, minimize life’s uncertainties, safeguard wealth, and reduce tax liabilities.
"It’s an honor to know that clients trust and depend on us to guide them through both good and, more importantly, difficult life events."
Roger H. Ingwersen
From his modest beginnings on his family farm in Iowa, Roger Ingwersen learned that the harvest season is a metaphor for much of life’s challenges. This metaphor aptly describes the wealth management process and is the reason we’re called The Harvest Group.
Just as a farmer prepares the land, plants the seeds, and grows his crop through the unpredictable season before the harvest, wealth management takes a similar approach.
The Harvest Group works with you to prepare your Lifetime Financial Plan. Our Investment Committee plants the seeds of your financial future by constructing and actively managing your custom investment portfolio, which, when combined with Lifetime Financial Management™, helps grow and safeguard your wealth against life’s typical, as well as unexpected, events.
Our unique Harvest Wealth Management for Life puts it all together so that you can benefit from many harvests over the years, whether it’s purchasing your first house, funding a child’s college education, or, ultimately, enjoying in retirement the harvest bounties you built over your lifetime.
