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Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

Waltham, MA

800 South Street
Suite 350
Waltham, MA 02453
Hours: 8:30am-5pm, M-F

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

About Our Waltham Location

Say hi to Laurie and Roger! For more than 30 years, our team of fiduciary financial advisors in Waltham, Massachusetts, has been dedicated to building long-lasting client relationships with individuals and families around the greater Boston area. We offer support and guidance along each stage of your financial journey and take pride in our unwavering dedication to providing customized and comprehensive wealth management services.

With an office conveniently located in the Watermill Center, we invite you to visit our Waltham financial planners so you can experience this commitment to excellence firsthand.

Meet Our Financial Advisory Team

Laurie Ingwersen
CFP®, CRPC®, CDFA, CEPA®, CBC
Roger Ingwersen
CFP®, CIMA®, CRPC®

Latest Insights

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09/30/2024

SECURE 2.0 Update: Looking Ahead

Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon.

09/24/2024

Alternative Investments: The Need-to-Knows

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

08/30/2024

What's Going On in Washington?

Exploring current ERISA and DOL areas of interest In a significant move by the Department of

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