Don’t trust your financial future to just anyone. As independent financial advisors, WardWealth Management Group focuses on personal attention and creating custom solutions for each client.
Our only loyalty is to our client. That’s the promise we can make to you and the level of service that our clients have come to expect. In fact, many of the new people we meet with have been referred to us from other clients. At WardWealth, we consider each referral the ultimate compliment.
You need a portfolio that is designed to help you work towards your goals. Understanding your risk level will help get you there. We can help you find your Risk Number™ today. In 5 minutes or less, you can learn what amount of risk you are comfortable with.
*WardWealth Management Group and Riskalyze are separate entities. This information is not designed to be used for tax or legal purposes. WardWealth Management Group does not provide tax or legal advice.
Clients choose us and refer us to family, friends, and colleagues because of our financial experience together with our unsurpassed level of personalized guidance. We meet with our clients and their staff every 6 months to review their progress.
We’re focused on achieving financial independence and happiness through guiding you toward reaching your goals, organizing your financial life, and maximizing your wealth while avoiding unnecessary risk.
At WardWealth Management Group, we understand the many concerns individuals and families face as they prepare for retirement. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement through our unique planning strategy.
Peter is the founder and CEO of WardWealth Management Group, LLC. He has developed a clientele ranging from young Physicians & Dentists currently out of residency to 30 + year healthcare veterans approaching and in retirement. He specializes in helping Physicians, Dentists, and Business Owners achieve and protect their business and personal financial goals.
Prior to starting the WardWealth Management Group, LLC, Peter was the President and CEO of a 300 person pharmaceutical manufacturing firm conducting business internationally with America’s largest pharmaceutical marketing firms.
Peter’s clients enjoy the peace of mind established when their objectives and goals are coupled with transparency and advisor accountability.
Peter is a Registered Investment Advisor and New York State Insurance Licensed for: Life, Accident and Health, Variable Life/Variable Annuities
Mike is passionate about helping people create a sustainable financial plan that will allow them to build out their vision for the future. He has had the opportunity to work with clients in multiple states, and prides himself on building great client relationships through good communication and a thorough understanding of each client’s individual goals. His ability to adapt to new technology trends and in depth knowledge of global market trends make him a powerful ally in financial planning and management.
Mike’s background includes his experience as a International Fixed Income trader from 2006-2018, as well as being a Financial Services professional since 2006.
Mike is a Registered Investment Advisor & Managing Partner with WardWealth Management Group.
