The Harvest Group Wealth Management, a multigenerational family team of certified financial planners, has launched Harvest Wealth Management for Life, a comprehensive, personalised wealth management solution for individuals, families and family businesses.
This new, proprietary service includes financial planning over a lifetime, investment management held to the fiduciary standard, management of non-investment finances, and relationship management. Additionally, the firm launched a new corporate website that provides in-depth insight to what The Harvest Group can offer prospective and current clients.
Based on the belief that financial planning is an evolving process that reflects changes over one’s life, The Harvest Group provides a custom, comprehensive financial plan aligned to one’s specific needs, goals and timeframes. This service includes a goal-based wealth management strategy, as well as planning for retirement, cash flow, and various life events — such as marriage and divorce, birth and adoption, job or career change.
Harvest Wealth Management for Life also provides a lifetime financial management service, which is a planning and management process for the non-investment yet still critical parts of your financial life, including wealth enhancement, wealth transfer and estate planning, wealth protection and insurance, executive compensation, credit and lending, and charitable giving.
The Harvest Group’s Chief Investment Strategist will design a fully discretionary investment strategy based on fundamental research and technical analysis. The process utilizes discretionary-based investment strategies and allows clients to delegate their assets’ day-to-day management responsibilities to the Harvest Group’s investment management professionals. This sophisticated process allows for quick and opportunistic decision-making on behalf of clients as new information becomes available. A combination of fundamental research – for long-term, strategic allocations -and technical analysis – for short-term, tactical changes – allows The Harvest Group to uphold its fiduciary standard of care and always act in a client’s best interest.
The Harvest Group believes that the wealth management process goes beyond the relationship between advisor and client. Consequently, the firm’s certified financial planners manage family dynamics and non-financial issues that can affect a family’s financial plan. They also coordinate and manage a client’s network of legal advisors, tax specialists and other professionals.
In addition to the full Harvest Wealth Management for Life service, The Harvest Group offers Investment Management, Financial Planning and Insurance and Wealth Protection as a la carte services.
Managing Partner and Founder of The Harvest Group, Roger Ingwersen, CFP, CIMA, CRPC says: “We are excited for the future. Since late 2016, when I left UBS, with my son Todd and daughter Laurie, to form The Harvest Group, we have focused on developing an infrastructure that allows us to provide clients with a holistic approach to wealth management that is unavailable at traditional wirehouses.
“Industry statistics indicate that while nearly all financial advisors provide investment management services, only 7 per cent offer ongoing assistance with the planning and management of the non-investment parts of your financial life. The Harvest Group, on the other hand, takes a truly comprehensive approach to wealth management which we call Harvest Wealth Management for Life.”