Joe Ward

Hi, I'm Joe Ward, and I provide wealth management for oil & gas professionals.

I help successful oil & gas professionals turn decades of hard work into a confident, tax-smart retirement.

Transitioning from a steady paycheck to living off your portfolio can feel overwhelming, with decisions around Social Security, pensions, taxes, healthcare, and investments. My job is to simplify it all.

Together, we’ll create a clear, evidence-based retirement income plan so you know where your paycheck is coming from, what you can safely spend, and how to minimize taxes—giving you confidence and peace of mind for the future.