Viditz-Ward Financial

As the President and Founder of Viditz-Ward Financial Services, Glen has over 3 decades of experience in the financial services industry. Growing up in suburban Mendham, NJ; 30 miles from New York City, Glen was surrounded by Wall Street professionals peaking his interest in the financial markets at an early age.

From our start in 1992, Viditz-Ward Financial Services has been committed to providing our clients with unparalleled service and sound financial guidance. We began with the idea that a private and independent investment firm would best serve our clients by allowing us to offer substantially more investment choices compared to a large corporately owned entity.

There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Financial planning is not one-size fits all. We understand that every client is different and we work with you extensively to understand your unique financial goals. Your Financial Plan is customized to meet your needs; there will be no other plan like it. We analyze an immense number of mutual fund portfolios, separate accounts, portfolio strategists and insurance companies for use in your plan based on your specific goals and objectives.

Whether you need help with managing your portfolio or complex wealth management, our goal is to help you with your unique needs. Together we will develop tailored strategies for your specific investment goals and risk tolerance. We utilize a comprehensive suite of products and services for Asset Allocation and Portfolio Construction.