Bruce D. Ward
Senior Wealth Management Advisor @The Strategic Wealth Group At Meridian Wealth Management
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WORK HISTORY
Senior Wealth Management Advisor @The Strategic Wealth Group At Meridian Wealth Management
Tucson, AZ, US
https://swgplanning.com/As a Managing Director of The Strategic Wealth Group, I lead with a client first philosophy and focus on providing exceptional value to both my clients and my team. I take a holistic approach to wealth management and integrate investment planning, tax strategy, estate planning, and long term financial guidance into every relationship.I take pride in being highly engaged in the planning process. I regularly collaborate with CPAs and estate attorneys to ensure that each strategy is coordinated, thorough, and forward thinking. My goal is to build a boutique, high touch practice that is staffed by the most experienced and skilled professionals in the industry. Our clients receive personalized attention and will never deal with a call center or a 1 800 number.At The Strategic Wealth Group, we are committed to delivering white glove service, expert guidance, and strong lifelong relationships.
EDUCATION
Boston University
Certificate in Financial Planning, Financial Planning and Services
Northern Arizona University
Bachelors of Science in Business Administration, Finance
ABOUT BRUCE D. WARD
The stock market is a distraction from the art of investing.\" – John BogleIt’s not simply monthly statements, spreadsheets, and stock tickers; it’s about the myriad choices we make every day, both big and small. My mission is simple – to help you take control of your financial life by improving the choices you make.\"
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