The Harvest Group’s Roger H. Ingwersen, CFP®, CIMA®, CRPC® Named to the Prestigious Forbes Best-In-State Wealth Advisors List
May 29, 2018, by The Harvest Group
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, CFP®, CIMA®, CRPC® is the Founder of The Harvest Group Wealth Management, LLC, and serves as a Managing Partner and Senior Wealth Management Advisor. For over four decades, he has specialized in meeting the unique financial needs of the affluent investor. In 2016, Roger left financial services firm UBS with his children, Todd and Laurie Ingwersen, to launch The Harvest Group. The family team works collaboratively to address clients’ current needs, goals and objectives for the generations to come using the unique Harvest Wealth Management for Life™ process. Before making the move to UBS, Roger worked for Wachovia Securities, Prudential Securities and Bache Halsey Stuart, where he got his securities industry start in 1972.
About Forbes’ Best-In-State Wealth Advisors Ranking
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
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.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if The Harvest Group Wealth Management is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of The Harvest Group Wealth Management by any of its clients. ANY QUESTIONS: The Harvest Group Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.