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Ward & Associates Overview
Type
Multi Family Office
General Information
Ward & Associates is a multi-family office headquartered in San Diego, United States. Founded in 1996, the firm traces its wealth origin to the Ward family’s decades-long accounting and investment advisory enterprise, which began with Diane Ward’s CPA practice launched in 1982. The office advises multiple affluent families on investment management, estate and tax planning, and philanthropic structuring—delivering tailored, fee-only wealth solutions.
Contact Information
Website:
https://www.wardinvest.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
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