The Harvest Group Wealth Management

The Harvest Group is a family-owned Registered Investment Advisor (RIA) specializing in family wealth management. Led by Roger H. Ingwersen, CFP, CIMA, CRPC, his son Todd M. Ingwersen, CFP, CIMA, CEPA, and daughter Laurie E. Ingwersen, CFP, CRPC, CDFA, CBC, the family team of CERTIFIED FINANCIAL PLANNERS understands from first- hand experience that family wealth management is not just about money, but often involves complex and unique issues: family dynamics, amicable conflict resolution, business succession planning, and more.

To help you and your family succeed in achieving your financial objectives, The Harvest Group takes a long-term approach to growing and preserving individual and family wealth. With a combined eight decades of experience, we provide individuals, families and family businesses with customized wealth management, investment management and financial planning services.