The Harvest Group Wealth Management LLC announced that Laurie E. Ingwersen has been named an Outstanding Woman of Family Business by The Warren Group editorial board. Harvest Group Wealth Management is a family-owned, independent Registered Investment Advisor (RIA) located in Waltham Massachusetts. Ingwersen will be honored on April 5, 2018 at a reception in Randolph, Massachusetts.
Ingwerson is the co-founder of The Harvest Group and serves as a senior wealth management advisor and managing partner within in the firm. She was nominated based on her mentorship, philanthropy, and her leadership as a family business owner. She is also being recognized for her leadership in launching the firm’s personalized wealth management solution that assists clients in financial planning over their lifetime.
The Harvest group focuses on helping individuals, families, and family businesses with financial, retirement, and succession planning. Ingwerson has also played an active role in mentoring other financial advisors and helping them move from wirehouses to independence. She serves a mentor for perspective female Certified Financial Planners through the CFP Board, and guides them through the certification process. Ingwerson is also a trustee with the non-profit Backpacks for Kids, which donates school supplies to children in need.