WALTHAM, MA--(Marketwired - October 03, 2016) -
- Family-owned firm is led by Roger H. Ingwersen, CFP®, CIMA®, CRPC®, Todd M. Ingwersen, CFP®, CIMA® and Laurie E. Ingwersen, CFP®, CRPC®, CDFA™
- The Harvest Group's launch was designed and implemented by MarketCounsel along with the Hamburger Law Firm
Roger H. Ingwersen, CFP®, CIMA®, CRPC®, his son Todd M. Ingwersen, CFP®, CIMA®, and daughter Laurie E. Ingwersen, CFP®, CRPC®, CDFA™ announced today their breakaway from UBS to form their own family owned, registered investment advisor (RIA), The Harvest Group.
With more than four decades of financial experience, the team services high-net-worth individuals and families. As a multi-generational group of Certified Financial Planners®, The Harvest Group takes great pride in serving as fiduciaries for individuals, families, and businesses to develop customized wealth management plans free of limiting mandates. The team takes a holistic approach to wealth management, involving diversified investment consulting, wealth enhancement, wealth transfer, wealth protection, and charitable giving.
"Our team at The Harvest Group has established meaningful relationships with our clients based on honesty, mutual respect, and unyielding advocacy for their well-being," said Roger Ingwersen, Managing Partner -- Founder. "At the core of our business has always been an independent spirit driven by our endless pursuit to do what is right for our clients. In order to continue that legacy, we have made the important decision to operate independently, giving us the freedom to take full control of wealth management decisions that we believe are best suited for the needs of our clients and their families."
The team has established a business model built to welcome advisors who share the same vision and dedication to exemplary client service and a fiduciary mindset. With a deep understanding of the challenges facing seasoned advisors close to retirement, as well as young advisors looking to grow in their career, The Harvest Group has developed an environment where advisors are supported and encouraged to embrace their entrepreneurial spirit-not only as employees, but as potential future business owners.
"The RIA space has grown exponentially over the past decade, giving independent advisors like us access to better technology, trading options, performance reporting tools, research, and more," said Laurie Ingwersen, Managing Partner.
Todd Ingwersen, Managing Partner, said, "We are confident that our clients -- who have come to trust our leadership and expertise for many years -- will share in our excitement and join us in taking this next step toward independence."
The Harvest Group's launch was designed and implemented by MarketCounsel along with the Hamburger Law Firm. For more information, visit myharvestgroup.com.
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About The Harvest Group:
The Harvest Group is a family-owned registered investment advisor based in Waltham, Massachusetts. Led by Roger H. Ingwersen, CFP®, CIMA®, CRPC®, his son Todd M. Ingwersen, CFP®, CIMA® and his daughter Laurie E. Ingwersen, CFP®, CRPC®, CDFA™, the firm provides individuals, families and businesses customized wealth management plans free of limiting mandates. The team takes a holistic approach to wealth management, involving diversified investment consulting, wealth enhancement, wealth transfer, wealth protection and charitable giving. For more information about The Harvest Group, visit myharvestgroup.com
The Harvest Group Wealth Management, LLC ("the Harvest Group" or "the Firm") is an SEC registered investment adviser with its principal place of business in the Commonwealth of Massachusetts. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by the Harvest Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration where the prospective client resides. For information pertaining to the registration status of the Firm, please contact the Firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about the Firm, including fees and services, send for our disclosure statement as set forth on Form ADV. Please read the disclosure statement carefully before you invest or send money. The Harvest Group has prepared this material for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law.