It's not just what we do, it's how we do it that makes the difference.
At Dexter Ward & Associates we believe in service beyond expectation, achieved through a constant dedication to anticipate and fulfill the changing needs of our clients in all areas of Wealth Management. Our experience and expertise add value to each step in the process. We are passionately committed to pushing the limits of excellence and stand at the forefront of providing the most comprehensive Wealth Management services available.
There are 8 Key Wealth Management issues that you are likely to face at some point. The exact time these issues become priorities in your life is not the same for every client, so it is incumbent upon us to take a disciplined and structured approach to helping you manage these issues.
Dexter Ward's and Tammy Cranford's affiliation with Cetera Wealth Services, LLC and Cetera Investment Advisers, LLC provides them with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.
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An article explaining 530A Accounts.
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Five phases to changing unhealthy behaviors.
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Keys to preparing to grow wealthy together.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Surprises
Making the most of surprises is a great reason to work with us.
When Markets React
When markets shift, experienced investors stick to their strategy.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.