Matt Ward
Tax Planning and Wealth Advisory at Aligned Wealth Advisors
Based in United States
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Seniority
Director
Department
Finance & Accounting
Location
United States
Industry
Financial Services
Company size
6
Contact information
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m•••••••@alignedwealthadv.com
Phone
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Background
About Matt Ward
Matt Ward is the Co-Owner of Aligned Wealth Advisors, Matthew Ward Accounting, and President for New Century Investments, an independent wealth advisory firm serving business owners, pre-retirees, and retirees. Matt is passionate about integrating investing, planning, and tax management into a holistic approach. Matt’s breadth of knowledge and experience in both taxes and investment management sets him apart, giving him the ability to design, advise on, and manage business strategies, tax efficiency, and retirement planning. Matt graduated from Texas Tech University and is a certified public accountant, a certified financial planner™ professional, and chartered retirement planning counselor™. He is known for his care and attention to detail and works hard to develop personal relationships with each of his clients so they can benefit from his customized service and guidance. When he’s not working, you can find Matt hiking, playing the guitar, and spending time with his family. To learn more about Matthew Ward CPA, New Century Investments, and Aligned Wealth Advisors, connect with Matt today!
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