
You have worked hard to get where you are now, and you have big plans for the future. Focus on what matters to you, and let your team of Ward & Uptigrove financial professionals work together to secure your path to financial success.
As two busy professionals, we are grateful for the trusting relationships we’ve formed with W&U. Our advisors work together on our complex tax situation and have made unique arrangements to ensure we’re on track to meet our financial goals. We receive incredibly personalized and attentive service, and we feel comfortable contacting any of our advisors. We also appreciate their patience and thorough explanations.
- Stephanie & Chad
Integrated Wealth Management clients
Wealth Management made easy.
Your priorities, understood
Access high-quality, customized discretionary money management through our referral arrangement with TriCert Investment Counsel Inc.
Feel ready for anything
Plan for the future you want with people who care. Whether you are looking to maximize wealth through tax optimization, or you don't even know where to start, let our Financial Planners be your guide.
Simplify your life
Feel peace of mind knowing your Accountant, Financial Planner and TriCert Investment Counsel Portfolio Manager are working together to protect and improve your financial well-being.
No more running between your accountant, portfolio manager, and wealth advisor.
Personalized financial plans and proactive, strategic tax planning to help you keep more of your hard-earned money.
The plan to reach your goals is just as unique as you are.
Let's make this easy for you.
Discover untapped opportunities and possibilities with tax strategies that save you money, a thorough financial plan, and a portfolio designed just for you.
Why Ward & Uptigrove Wealth Management
Want to learn more?
Interested in learning more about specific financial planning and wealth management topics? Please visit our Wealth Management Resource Library. You can also listen to our podcast "Integrating for Success" wherever you get your podcasts, or by visiting the link below.
Meet Our Wealth Management Team
Small town values. Downtown expertise.
Our Wealth Management team’s priority is to know your current and future objectives so our professionals can provide ongoing financial planning support with precision.
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