Perfil
Mr. Todd M.
Ingwersen is a Chief Investment Officer at Savior LLC.
He work with Savior Wealth, Penta Wealth Management, and Legacy Wealth Management as the Chief Investment Officer and Managing Director.
As a Managing Partner, Senior Wealth Management Advisor, and the Chief Investment Officer, CIMA, of Savior LLC, his role is to design, execute and monitor discretion-based investment strategies.
He helps successful families and business owners make smart decisions with their money.
Through a 5-step consultative process that begins with a Discovery Meeting, he works with clients to identify where they are, where they want to go, and what gaps need to be filled to get them there.
His investment consulting and advice addresses many the top concerns of affluent investors today including preservation of capital, cash flow maximization and tax mitigation, wealth transfer, liability protection, and charitable giving.
He spent 23 years with The Harvest Group, a Registered Investment Advisory firm before creating his own Registered Investment advisory form, Savior LLC.
He received his undergraduate degree from the University of South Carolina.
Cargos activos de Todd Michael Ingwersen
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Savior LLC
Savior LLC Investment ManagersFinance Savior LLC (dba Savior Wealth) is an independent registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Todd M. Ingwersen in 2018. Savior Wealth provides individuals, families, and family businesses comprehensive and personalized wealth management solutions. | Director Ejecutivo | 21/09/2018 |
Formación de Todd Michael Ingwersen.
University of South Carolina | Undergraduate Degree |
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Savior LLC
Savior LLC Investment ManagersFinance Savior LLC (dba Savior Wealth) is an independent registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Todd M. Ingwersen in 2018. Savior Wealth provides individuals, families, and family businesses comprehensive and personalized wealth management solutions. | Finance |
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