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Wealth Management

Trust us to make your financial life better

Financial Planner meeting with 2 clients

Working toward your financial success

 

Our Financial Planners work with you to balance individual lifestyle and financial goals, keeping you on your chosen trajectory.  Guided by our principle and responsibility to always act in your best interest, we will help you understand your financial health and status.

 

We seamlessly integrate your accounting and financial planning services, then provide you access to high quality, customized discretionary money management though our referral arrangement with the Independent Accountants’ Investment Counsel Inc. (IAIC). 

 

IAIC is registered with the securities regulators as a portfolio manager and is owned in part by Ward & Uptigrove Wealth Management. IAIC believes all clients fit into one category – their own. IAIC delivers an integrated approach to managing your portfolio with focused and balanced investment advice that is unique to your financial situation.   To learn more, visit the IAIC website.

 

Learn more about the Power of Integration.

 

Financial Planning Services include:

  • Integrating personal & business planning
  • Estate preservation & wealth preservation
  • Retirement projections
  • Education funding planning
  • Debt management services
  • Cash flow and net worth projections
  • Tax planning for investment capital
  • Income strategies for tax efficiency

Lifestyle Services

 

Our helpful staff provides support, training and research to help our clients have more time for life.

  • Banking transactions & recordkeeping
  • Travel concierge
  • Service provider reviews
  • Maintaining your home
  • Gadget whiz

For more information, view the Lifestyle Services brochure.

Office gathering of 4 people

 

 

Ward and Uptigrove Logo

Wealth Management

Trust us to make your financial life better

 

Working toward your financial success

 

Our Financial Planners work with you to balance individual lifestyle and financial goals, keeping you on your chosen trajectory.  Guided by our principle and responsibility to always act in your best interest, we will help you understand your financial health and status.

 

We seamlessly integrate your accounting and financial planning services, then provide you access to high quality, customized discretionary money management though our referral arrangement with the Independent Accountants’ Investment Counsel Inc. (IAIC). 

 

IAIC is registered with the securities regulators as a portfolio manager and is owned in part by Ward & Uptigrove Wealth Management. IAIC believes all clients fit into one category – their own. IAIC delivers an integrated approach to managing your portfolio with focused and balanced investment advice that is unique to your financial situation.   To learn more, visit the IAIC website.

 

Learn more about the Power of Integration.

 

Financial Planning Services include:

  • Integrating personal & business planning
  • Estate preservation & wealth preservation
  • Retirement projections
  • Education funding planning
  • Debt management services
  • Cash flow and net worth projections
  • Tax planning for investment capital
  • Income strategies for tax efficiency

Office gathering of 4 people

Lifestyle Services

Our helpful staff provides support, training and research to help our clients have more time for life.

  • Banking transactions & recordkeeping
  • Travel concierge
  • Service provider reviews
  • Maintaining your home
  • Gadget whiz

For more information, view the Lifestyle Services brochure.