Harvest Group
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
800 South St Ste 200, Waltham, Massachus...Phone Number
(844) 996-3300Website
www.myharvestgroup.comRevenue
$14.3 MillionIndustry
About Harvest Group
Based in Waltham, MA, 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®, and daughter Laurie E. Ingwersen, CFP®, CRPC®, CDFA, the firm provides individuals, families and family businesses with one-stop, customized wealth management, investment management and financial planning services. Applying a holistic approach to wealth management, The Harvest Group takes a long-term perspective to growing and preserving individual and family wealth. 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.Explore more
Harvest Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Harvest Group Tech Stack
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Based in Waltham, MA, 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®, and daughter Laurie E. Ingwersen, CFP®, CRPC®, CDFA, the firm provides individuals, families and family businesses with one-sto... Read More
