Listen & Learn.

At Ward Aguilar Financial we begin by listening and understanding your goals. We then apply that to come up with a custom investment and wealth structuring plan.

Know Your Best Interests Are Ours As Well.

When you work with us, you benefit from our long history of serving many types of clients, from families managing wealth across multiple generations to business owners, entrepreneurs and other creators of wealth. We can advise you and help create and implement highly personalized strategies.

  • Preserve your wealth
  • Help you build a legacy
  • Share your wealth with the next generation
  •  Plan for growth and succession in your private business

Results Oriented.

Your trust and investment management relationship is supported by the strongest standard of integrity, trust and accountability: the fiduciary standard. Our commitment is to serve your best interests and place them ahead of our own. Of course, in doing so, we often seek to leverage the best investment strategies and products for your goals. We watch over your assets and recalibrate when needed. We are attentive and accessible with the goal of achieving your results always at the forefront of our process.

Learn about our service capabilities.