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
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.
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From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
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