Welcome to Ward & Associates
Ward & Associates offers wealth management and investment advisory services to individuals and families and their related business entities, trusts, estates, and charitable foundations.
Our mission is to provide the highest caliber of personal service, financial advice, and investment management while assisting our clients in fulfilling their financial objectives.
We are dedicated to providing our clients with the sophisticated and unbiased advice needed to make sound financial decisions. We work closely with each of our clients’ to design and implement customized wealth management strategies in an effort to build and preserve wealth.
Ward & Associates is an independent fee-only advisory firm. We do not sell products and we do not receive commissions or any other form of third party compensation. Because we have no proprietary products, we are able to utilize what we consider the best available service and investment providers as well as avoid many of the inherent conflicts of interest that are so prevalent in the financial services industry.
Ward & Associates is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC).