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Wealth Management

 
At Ward & Uptigrove Wealth Management, we offer our clients professional and comprehensive financial and estate planning.  For over 25 years our team of experienced and trusted Financial Planners has worked with clients to develop business, retirement, education and estate plans that are customized to each client's unique business, personal needs and future goals.  

 

Our expertise includes:

  • Integrating Personal & Business Planning
  • Estate Preservation & Wealth Preservation
  • Education Planning
  • Debt Management Services
  • Retirement Projections
  • Tax Planning for Investment Capital
  • Agent for Executor & Trusts
  • Access to discretionary money management through Independent Accountants Investment Counsel Inc.
                    Brochure PDF - click here
   

Meet the Team

 

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