Year Established: 1972
Categories: Financial Service Organizations, Financial Advisors & Planners
Services: Wealth Management, Investment Management, Financial Planning, Insurance & Wealth Protection
Specialties: Financial Planning, Investment Management, Insurance Management, Goal Setting, budgeting, cash flow management, Retirement planning, Estate planning, Monitor personal cash flow, Evaluation of asset allocations and dispositions, Individual income tax planning and compliance, Quarterly tax projections for estimated tax requirements, Gift and estate tax planning and compliance, Trust, partnership and corporation tax planning and compliance, Stock option analysis, Charitable gifting, Asset Protection, risk management, and insurance planning, Investment portfolio and asset allocation review, Monthly accounting and bill paying, Investment accounting, Maximize use of capital
Languages: English

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.