William D Ward

NOBODY HAS A MONOPOLY ON GOOD IDEAS

EXPERT ADVICE A PHONE CALL AWAY

I pride myself on being accessible to any client anywhere in the United States. Although I’m located in Norwalk, Connecticut, my goal is to have an untethered practice, which means that I’m as far away as your phone. You have the ability to reach me from anywhere. The modern enhancement of virtual experience has removed many geographical boundaries for a large variety of industries, and I am eager to provide the technological advancements that have been made in recent years.

I believe that the only wrong questions are the ones that remain unasked, and assure you that I will answer each of those questions with proactive solutions and advice.

Let's Talk

NOBODY HAS A MONOPOLY ON GOOD IDEAS

EXPERT ADVICE A PHONE CALL AWAY

I pride myself on being accessible to any client anywhere in the United States. Although I’m located in Norwalk, Connecticut, my goal is to have an untethered practice, which means that I’m as far away as your phone. You have the ability to reach me from anywhere. The modern enhancement of virtual experience has removed many geographical boundaries for a large variety of industries, and I am eager to provide the technological advancements that have been made in recent years.

I believe that the only wrong questions are the ones that remain unasked, and assure you that I will answer each of those questions with proactive solutions and advice.

Let's Talk

NOBODY HAS A MONOPOLY ON GOOD IDEAS

EXPERT ADVICE A PHONE CALL AWAY

I pride myself on being accessible to any client anywhere in the United States. Although I’m located in Norwalk, Connecticut, my goal is to have an untethered practice, which means that I’m as far away as your phone. You have the ability to reach me from anywhere. The modern enhancement of virtual experience has removed many geographical boundaries for a large variety of industries, and I am eager to provide the technological advancements that have been made in recent years.

I believe that the only wrong questions are the ones that remain unasked, and assure you that I will answer each of those questions with proactive solutions and advice.

Let's Talk

NOBODY HAS A MONOPOLY ON GOOD IDEAS

EXPERT ADVICE A PHONE CALL AWAY

I pride myself on being accessible to any client anywhere in the United States. Although I’m located in Norwalk, Connecticut, my goal is to have an untethered practice, which means that I’m as far away as your phone. You have the ability to reach me from anywhere. The modern enhancement of virtual experience has removed many geographical boundaries for a large variety of industries, and I am eager to provide the technological advancements that have been made in recent years.

I believe that the only wrong questions are the ones that remain unasked, and assure you that I will answer each of those questions with proactive solutions and advice.

Let's Talk

NOBODY HAS A MONOPOLY ON GOOD IDEAS

EXPERT ADVICE A PHONE CALL AWAY

I pride myself on being accessible to any client anywhere in the United States. Although I’m located in Norwalk, Connecticut, my goal is to have an untethered practice, which means that I’m as far away as your phone. You have the ability to reach me from anywhere. The modern enhancement of virtual experience has removed many geographical boundaries for a large variety of industries, and I am eager to provide the technological advancements that have been made in recent years.

I believe that the only wrong questions are the ones that remain unasked, and assure you that I will answer each of those questions with proactive solutions and advice.

Let's Talk

NOBODY HAS A MONOPOLY ON GOOD IDEAS

EXPERT ADVICE A PHONE CALL AWAY

I pride myself on being accessible to any client anywhere in the United States. Although I’m located in Norwalk, Connecticut, my goal is to have an untethered practice, which means that I’m as far away as your phone. You have the ability to reach me from anywhere. The modern enhancement of virtual experience has removed many geographical boundaries for a large variety of industries, and I am eager to provide the technological advancements that have been made in recent years.

I believe that the only wrong questions are the ones that remain unasked, and assure you that I will answer each of those questions with proactive solutions and advice.

Let's Talk

My Services

I offer my clients an array of financial strategies that combine the independence of working with a financial advisor with access to the world's financial markets, as well as a wealth of investment resources. Please feel free to explore my services page and see how each one could help you achieve your financial goals and meet your needs.

Investment

I can create an investment strategy that is unique to your individual goals and needs.

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Retirement

I can help you with your retirement to help you feel comfortable and confident in your financial future.

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Estate

Together, we can manage your affairs both during your lifetime and beyond.

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Family

I can provide a vast knowledge of life insurance products to help ensure that your family stays protected even in the event of the unexpected.

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I’m here for you.

For over 34 years, I have believed that everyone has unique concerns and deserves a personalized strategy instead of a generic approach.

Contact Me

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

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