Wealth isn’t always the destination. It is typically the path to get to the destination. We will learn your goals and desired lifestyle and create a structured plan to help you work toward your ultimate goal.
We love pouring over numbers, trends and indices so you don’t have to. Getting a solid investment strategy in place is a priority for all of our clients.
We work with your tax and legal advisors to help coordinate ALL the components that make up your overall financial strategy to help ensure that your plan reflects your legacy.
Money provides security and opportunity. If you are looking for a cost effective, automated solution for your money. Meet QuickVest, an online advisor with a $5,000 account minimum.
Keythe is the founder of Ward Aguilar Financial and is an investment professional with over 25 years in financial services. Keythe has 15+ years senior-level experience growing and preserving personal wealth, six of those years as Regional VP for a Fortune 100 Global Financial Service company.
With well over a decade of experience specializing in wealth management and advisory services to corporations, non-profit organizations, business owners and established families, Bryan brings a high level of investment forecast and modeling experience to the Ward Aguilar Financial family.
Mark focuses on Ward Aguilar Financial’s group health and disability as well as individual products offered to our small business clients. With over ten years of experience in the financial service industry, he expertly develops employer solutions as well as student programs..
The opinions expressed on this site are those solely of the authors and do not represent those of Partnervest Advisory Services(PAS). This blog is made available for education, current news/factoids and entertainment purposes only. The information provided does not constitute a complete description of the wealth management or investment services provided and is not intended as investment advice for any reader. A copy of PAS Form ADV Part 2A, and the authors' individual Form ADV Part 2Bs are available upon request.