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.