member of the pnc financial services group

Complete financial service solutions including:
• Business Banking
• Payroll and Tax Systems/ADP
• Business Loans
• CPA Advantage (TM)
• Employee Benefits
• Noncash Payment Processing
• Investment Planning

By taking a consultative approach to investing I start with your life goals and build your portfolio around it. Please contact me for a complimentary review of your portfolio and to develop your own custom financial plan.

I am a Financial Consultant with an extensive background in investment management. I previously served as Portfolio Manager and Chief Economist at a midsize investment management firm in New York City where I managed fixed income and equity accounts for individuals and institutions. I have a graduate degree in Economics, am a holder of the Chartered Financial Analyst (CFA) designation and I’ve passed the Certified Financial Planner Exam.

Established 1985, Our clients know us as objective people you can count on and trust. We have designed and administered hundreds of small business benefit plans and financial plans for individuals. We never charge a fee unless we can help you!

Please add the category Financial Advisor I provide cash management, banking, lending and investment advisory services for local individuals and business owners and retirement plans.

Fully Registered Rep. covers all sections of the wealth pyramid. Please call for appointment.

Ford Wealth Management is a comprehensive financial services firm that specializes in customized solutions for high net worth individuals and their families.

Our Mission
To inspire our clients in making informed decisions through education, communication, and service which exceeds their expectations.

Investment Philosophy

Specialty working for business-owners and individuals in retirement planning, investments, life insurance, and financial planning. Improve your rate of return, protect your assets, reduce risk and save on taxes!

I have been guiding my clients in planning sound financial futures for themselves, their families and businesses since 1989. I typically perform financial planning services on an objective fee-based basis.

Financial Planning
Personal/business mtg. refinances
Personal/business lines of credit

We do it all. Financial Planning, Taxes, Computer Consulting, Bookkeeping Services, Business Planning and much much more. Call for an appointment or email. Would love to help you or your company out.

Mission
To be the first advisor contacted for any individual or business client need. My goal is to achieve a reputation for delivering advisory services of the highest quality, integrity and suitability. I approach things with a personal touch, so clients view the experience as collaborative, rather than adversarial.

Northwestern Mutual is the only triple AAA rated company in the insurance industry. If you want to work with an honest representative with access to the best products give me a call.

Specializing in Financial Services. Please Give Me A Call For A Complemtry, Free And Confidental Wealth Builder Program.