The Harvest Group is a family-owned Registered Investment Advisor that caters to individuals, families, and family businesses in Waltham and surrounding areas. Its services include executive compensation plans, investment management, wealth protection and insurance, and small business planning. Founder and managing partner Roger Ingwersen is a CFP, CIMA, and CRPC. He worked for UBS, Prudential Securities, Bache Halsey Stuart, and Wachovia Securities before establishing the firm in 2016. The Harvest Group was recognized as Best in State Wealth Advisor by Forbes, Smart Investor Blog, and U.S. News.