The Harvest Group Wealth Management, a multigenerational family team of Certified Financial Planners, has launched Harvest Wealth Management for Life, a comprehensive, personalized wealth management solution designed to better meet the needs of the firm’s growing clientele of 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.
The Harvest Wealth Management for Life includes:
- Lifetime Financial Planning: 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.
- Lifetime Financial Management: This service is a planning and management process for the non-investment yet still critical parts of one’s financial life, including wealth enhancement, wealth transfer and estate planning, wealth protection and insurance, executive compensation, credit and lending, and charitable giving.
- Investment Management: 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.
- Relationship Management: 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 said, “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,” continued Ingwersen, “only 7% 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.”
The Harvest Group’s Wealth Management for Life program can be found on The Harvest Group’s new website at www.MyHarvestGroup.com. The user-friendly site provides many educational resources and an informative blog that illustrates the firm’s commitment to advising individuals, families and family businesses.
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Tags: Accounting
