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Todd Ingwersen

CFP®, CIMA®, CEPA®

Chief Investment Officer

Todd spent 23 years with The Harvest Group, a Registered Investment Advisory firm before creating his own Registered Investment Advisory firm, Savior LLC.  Todd and Savior work with Savior Wealth 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, Todd’s 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, Todd 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.

Todd adheres to the CFP® professional code of ethics and provides expert planning services.

Accreditations

  • Certified Financial Planner™ practitioner, CFP®
  • Certified Investment Management Analyst, CIMA®
  • Certified Exit Planning Advisor, CEPA®
  • Enrolled, Chartered Market Technician (CMT) Program through the Market Technicians Association

Affiliations

Member, Sigma Phi Epsilon Alumni

Education

  • CIMA® certification, Wharton School of Business (University of Pennsylvania)
  • BS (cum laude), Marketing with a concentration in Spanish and Management of Information Systems, University of South Carolina