Roger Ingwersen
Partner Advisor
CFP®, CIMA®, CRPC®
With over 50-years of financial services experience, CERTIFIED FINANCIAL PLANNER™ professional, Roger Ingwersen, is a partner-advisor in Allworth’s Waltham, Massachusetts, office. The founder and long-time principal of The Harvest Group, which partnered with Allworth Financial in 2023, Roger was born into an Iowa farming family and credits the childhood lessons of hard work, the unpredictability of the seasons, and the need to prepare for virtually every outcome, as having been an ideal philosophical training ground for a career as a financial advisor. “My approach is patient, educational and strategic,” he said. “My clients understand that I have their best interests in mind at all times, and that requires communication, foresight, trust, honesty, and discipline.”
Reducing the financial stress in the lives of my clients is what motivates me every day when providing my wealth management advice.
Latest Insights
You’ve Built Wealth… Now What? A Guide for High-Net-Worth Households
Growing wealth is one thing. Managing it well is another. Here’s how to make that shift with confidence.
Read more
7 Things to Consider Before Buying a Second Home (Yes, Even If You Can Afford It)
A vacation home can elevate your lifestyle, but it also reshapes your wealth in ways worth understanding. Here are the key considerations before you …
Read more
When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income
‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.
Read more
