Over 30 Years of Personalized Solutions
Welcome to
Viditz-Ward Financial
Established in 1992, with offices in Charlotte, NC and Denver, CO. Viditz-Ward Financial Services is a completely independent firm without attachment to a wire-house brokerage, bank, or insurance company.
Founded with the knowledge that investment management is complex and client needs are personal. We strive to create order and understanding with a strategy to match client’s unique needs.
Solutions uniquely matched for each client
Our Services
The financial industry is filled with a myriad of nuanced products and a mosaic of marketing tactics. We deconstruct and analyze the solutions to create a solution uniquely matched for each client.
Get to know your financal team
Our People
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Check the background of investment professionals on FINRA’s BrokerCheck.
Glen Viditz-Ward,
ChFC® CFS® CLU® CASL® RICP® CAS® AIF® CETF®
Financial Advisor |
Investment Advisory Representative
Andrew Viditz-Ward,
CFS® CAS®
Paraplanner |
Financial Advisor
Tenny C. Shifley,
ChFC® CLU®
Registered Representative |
Investment Advisory Representative
Scott LeBauer,
CLU® ChFC® AEP®
Financial Advisor |
Investment Advisory Representative |
Insurance Advisor
Paige Gleason
Executive Administrator
Janelle Lind
Operations Liaison
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News & Insights
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Market Moment October 24, 2023
No lack of front-page news to make investors nervous and red meat for the media. Conflict in Israel House Speaker Gridlock Looming Government Shutdown November Inflation FED Rate Increases Recession Conflict in Ukraine The above list is in an order in terms of what is...
Market Moment 8-01-2023
In June 2022 (last year) the US hit a 40-year inflation high for the Consumer Price Index “CPI” +9.1%. It was caused in part by the overdose of easy monetary policy by the Federal Reserve “FED” & fiscal policy by Congress. Result = morphine money to treat a...
Market Moment 6-05-2023
Zoom Out and focus on the current and not the ripples on top of the river. The Ripples: how the press/media and generally how most retail investors think and talk about the markets and the economy. Regional Banks have been destroyed or have required an emergency room...
Viditz-Ward Financial Services
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Contact Us
Eastern Office
1005 Medinah Ct
Marvin, NC 28173
Western Office
350 Indiana Street, Suite 730
Golden, CO 80401
OFFICE of SUPERVISORY JURISDICTION
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and InVision Private Wealth are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IA, ID, KY, MA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
Cambridge’s Form CRS (Customer Relationship Summary
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, InVision Private Wealth makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
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