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


Combining 45-plus years as professional financial advisors with the CERTIFIED FINANCIAL PLANNER, certification, we 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 we subscribe to as an objective for all of our 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).

We have created a client-centered process where we dig deeply to understand your vision for the future – one that we 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

Melissa M. Kenshalo, CFP®
Financial Advisor