Our Team

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Kenneth Ward
Vice President / Investments, Financial Advisor
About Kenneth
For over 30 years, the focus of my practice has been helping investors manage their wealth, guiding them through investment strategies that best suit their diverse needs. The relationship involves educating them in understandable terms and keeping them informed with the highest degree of transparency. I value their trust and treat my clients with the dignity and respect they deserve.

My wife, Brenda, is a professional actress; our son, James, JD, LLM, graduated Magna Cum Laude from Pace University Law School and our daughter, Alex, is also a professional actress. We also have a miniature dachshund named Spice who has no professional designations. When not in the office, I enjoy creative writing, sculpture and performing in our church choir
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.