Laurie Ingwersen, CFP®, CRPC®, CDFA™, CEPA®,CBC
Managing Partner & Senior Wealth Management Advisor
As a Managing Partner and Senior Wealth Management Advisor at The Harvest Group, Laurie helps clients work toward a worry-free financial future. Using her firm’s unique Harvest Wealth Management for Life™ process, she specializes in helping individuals and families preserve wealth and achieve their long-term financial objectives.
Laurie is also a Cash Balance Consultant (CBC), and a Certified Exit Planning Advisor (CEPA). Working with business owners to establish retirement plans that can minimize taxes and accelerate retirement savings as well as give them peace of mind leading up to and after the sale of their business.
Given the rising state of divorce in the United States, Laurie recognizes the difficulties many families face today. As a Certified Divorce Financial Analyst™ (CDFA™), she forecasts the long-term financial effects of the divorce settlement. Laurie works with clients individually or as couples, helping them to come to grips with the financial reality of their divorce situation. Developing comprehensive insight of the short and long-term financial effects of divorce can save valuable time, money and distress.
Laurie personifies the family-centric approach of the firm which is its core value. Laurie begins the advisory process by obtaining a full understanding of each client's unique needs, goals, and aspirations. With over twenty-three years of experience and in-depth knowledge of the financial world, Laurie utilizes critical and analytical thinking, statistical precision, and her sharp insights to design an individualized plan, collaboratively with her clients, to achieve a worry-free financial future.
Certifications
- Certified Financial Planner™ practitioner, CFP®
- Chartered Retirement Planning Counselor, CRPC®
- Certified Divorce Financial Analyst, CDFA™
- Cash Balance Consultant, CBC
- Certified Exit Planning Analyst, CEPA
Industry Involvement
- Mentor, CERTIFIED FINANCIAL PLANNER (CFP®) Board’s WIN-TO-WIN mentoring program
- Boston Chapter Head, The W Source™
Awards & Recognitions
- Outstanding Woman of Family Business by the Family Business Association, 2018