Personalized Wealth Management Turning Your Success Into Significance:  Helping You Live a Richer Life


With 35+ years as a professional financial advisor with the CERTIFIED FINANCIAL PLANNER™, certification, I recognize that living a fulfilled life and leaving the legacy you want is about more than just financial wealth. Living a richer life is what I subscribe to as an objective for all of my clients. This means aligning your vision and values with a customized wealth management plan so that you can pursue your dreams and live life with rewarding purpose (or a purpose-driven life).

I have created a client-centered process where I dig deep to understand your vision for the future – one that I believe will bring great satisfaction and a fulfilling sense of purpose. This process allows us to develop a customized, strategic plan with key steps to help you pursue your most important goals and the rewarding vision you value for the years ahead.

Richard J. Ward, CFP®
First Vice President/Investments