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