Every investment portfolio has a purpose behind it — a portfolio that will not only allocate your money to the financial markets based on your specific risk tolerance, capture financial opportunities thru tenured portfolio managers, but that will also deliver a sustainable and accessible pool of liquidity to live out your goals and dreams. I’m an Independent Financial Adviser which means that I wo
rk for my clients and NOT for a retail mainstream financial institution such as Banks, Insurance Companies and Brokerage Houses. As an Independent Adviser, I work for my clients and utilize a deep spectrum of portfolio managers and pull from a far broader universe of financial instruments than employees of banks, insurance agents and stock brokers. I have no mandate from a supervisor or home office to invest or manage my client’s portfolios in proprietary investment products. My solutions are all open architecture strategies built upon your needs and not a home office quota. Weather it’s accumulating money for retirement, saving for a child’s education or developing a portfolio to produce cash-flow; all portfolios are constructed and managed with your unique needs as the guiding purpose. My sustained success is rooted firmly in the success of my clients and to that end, I’ve forged long-term client relationships for over 2 decades. I work with client's from all walks of life all over the country and maintain two bases of operation in Charlotte, NC ✪ Denver, CO. My Wife and I live in suburban Charlotte with 3 children and 2 dogs. I'm an avid Alpine Skier, former NCAA Ice Hockey Player, actively play guitar ♫ sing for charities, enjoy hiking, golfing and travel.
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o Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC. o Investment Advisor Representative Cambridge Investment Research Advisors, Inc.a
Registered Investment Advisor. o Viditz-Ward Financial Services, Inc. & Cambridge are not affiliated. o Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
