Ward & Associates (Private Wealth Management)

Ward & Associates is an independent Registered Investment Advisor serving individuals and families and their related business entities, trusts, estates, charitable foundations and pension and profit sharing plans. We strive to improve people's lives by providing them with sophisticated financial planning and investment management advice that is customized to their unique situation. We have aligned our interests with that of our clients by refusing to accept any commissions or other third party compensation. We only recommend products and services based on our belief that they are the best available given the specific situation. We are committed to growing our firm through the development of long-standing relationships with quality individuals and families.