Gary Ward

Background

About Gary Ward

Gary Ward has been a financial advisor for over 29 years. Gary has built his business on a single mission: complete understanding of his clients' needs and financial advice they can trust. He understands that no two clients share the same goals, nor should they share the same advice. His clients include high net individuals, families, executives, and business owners. Gary believes his clients deserve an advisor who can help them prioritize their financial goals, identify their potential risks, and work diligently to uncover a suitable asset management solution. This will quite often include a collaboration with the client's other advisors, such as CPA's, insurance agents, estate or special needs attorney,etc; together they can help all critical areas of financial advice dovetail effectively with their overall wealth management strategy. Gary is a strategic partner of Morgan Stanley's Palo Alto Group-one of the largest Corporate Planning groups in the firm. Their team of advisors provide financial planning and counsel for some of the largest S&P 500 companies. Gary and The Palo Alto team help executives understand their compensation plan, maximize their company benefits,and integrate a solution to reach their retirement and financial goals.