The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), has launched The Harvest Advisor Group, a dedicated program to help veteran wirehouse financial advisors transition to independence, modernize their practice, earn more net income, plan for the succession of their business, and retire with confidence.
Backed by a team of CERTIFIED FINANCIAL PLANNERS™, The Harvest Group offers advisors full transition support that enables them to make the move from wirehouses quickly and efficiently. Specifically, The Harvest Advisor Group offers:
- A full-service wealth management firm modernizing the advisor practice and enhancing client experience
- A multi-generational succession plan for advisors, their employees and their clients
- State of the art technology
- Compliance oversight
- Equity ownership with growth and future liquidity in mind
- A plan and process to help grow your business, attract new clients and talented employees
- Tactical investment management solutions and unlimited investment choices
- Back-office support services and personnel
- Enhanced client experience – it’s all about you, not the Broker Dealer
The Harvest Advisor Group is a subsidiary of Waltham, MA-based RIA, The Harvest Group Wealth Management, LLC. Led by a multigenerational family team of CERTIFIED FINANCIAL PLANNERS™, the founders understand first-hand the complexities of breaking away from a wirehouse. In September 2016, 45-year industry veteran, Roger H. Ingwersen, CFP®, CIMA®, CRPC®, along with his son Todd M. Ingwersen, CFP®, CIMA®, CEPA® and daughter Laurie E. Ingwersen, CFP®, CRPC®, CDFA™, CBC left UBS to form The Harvest Group. Ultimately, 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. Additionally, The Harvest Group set up a platform and infrastructure that will help other financial advisors to make the move from wirehouses in as little as four days.
Roger said, “I know from personal experience at UBS, that the wirehouse model has many flaws. In the wake of several brokerage firms leaving the Broker Protocol, which governs how financial advisers can leave one brokerage firm for another, we felt we had to create a platform that would allow other financial advisors to break away, just as we did in 2016. With The Harvest Advisor Group, we can offer advisors a model that modernizes their practice, bringing true ownership to advisors and their employees for a brighter future, and a true succession plan for their team and their clients.”
For more information, visit https://www.myharvestgroup.com/about/advisors/ or contact (978) 296-4800.
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.
