Unclaimed
Ward Joseph Irish is a financial advisor based in Grand Ledge, MI, with over a decade of experience in the industry. Ward has a strong background in accounting and holds the Personal Financial Specialist designation. Ward is currently registered with Buckingham Strategic Wealth, LLC and The Colony Group, LLC, providing financial advisory services to a diverse client base, including individuals, families, trusts, and small businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
05/18/2022 - Present
Buckingham Strategic Wealth, LLC (GRAND LEDGE MI)
Active
Inactive
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