A Note From The Founder

A Note From The Founder

A Note From The Founder

Have you ever noticed that financial advisors' brochures and websites offer the same
language and services? They often provide comprehensive financial planning, objective
financial planning, and overall financial planning. I am making this observation not to criticize, however after consulting financial advisors for the past 10 years, I decided
to open Vineyard Financial NYC because I believe I can offer something distinctly different. 

At Vineyard Financial NYC, we strive to provide a wide range of services tailored to meet
your needs and aspirations. Our goal is to help ensure the overall stability of your life while
providing ways and flexibility for you to achieve your goals. 

When we say tailored, we mean that we have access to various types of investments,
such as institutional investments, private equity investments, and traditional investments.
We will customize your portfolio based on your needs, goals, and desires. Our team of investment specialists along with your financial advisor will update your portfolio to help ensure that we stay on track.

We align your financial goals with your personal goals. We check in with you regularly, as often as needed, to stay up to date with your life. We aim to help you focus on what you love most while we excel at what we do best.

So, if you're looking for a financial advisor, want to learn more about us and how we're different, or are currently with a financial advisor and want to see if we can improve upon 
your current position, give us a call or send us an email. We’d love to speak with you.

-Wes 

Wesley Ford
Founder-Financial Advisor

201-637-4546

wes.ford@vineyardfinancialnyc.com

Have you ever noticed that financial advisors' brochures and websites offer the same language and services? They often provide comprehensive financial planning, objective financial planning, and overall financial planning. I am making this observation not to criticize,  however after consulting financial advisors for the past 10 years, I decided to open Vineyard Financial NYC because I believe I can offer something distinctly different. 

At Vineyard Financial NYC, we strive to provide a wide range of services tailored to meet your needs and aspirations. Our goal is to ensure the overall stability of your life while providing ways and flexibility for you to achieve your goals. 

When we say tailored, we mean that we have access to various types of investments, such as institutional investments, private equity investments, and traditional investments.

We will customize your portfolio based on your needs, goals, and desires. Our team of investment specialists along with your financial advisor will update your portfolio to help ensure that we stay on track.

We align your financial goals with your personal goals. We check in with you regularly, as often as needed, to stay up to date with your life. We aim to help you focus on what you love most while we excel at what we do best.

So, if you're looking for a financial advisor, want to learn more about us and how we're different, or are currently with a financial advisor and want to see if we can improve upon your current position, give us a call or send us an email. We’d love to speak with you.

-Wes 


Wesley Ford
Founder-Financial Advisor

201-637-4546

wes.ford@vineyardfinancialnyc.com

Have you ever noticed that financial advisors' brochures and websites offer the same language and services? They often provide comprehensive financial planning, objective financial planning, and overall financial planning. I am making this observation not to criticize, however after consulting financial advisors for the past 10 years, I decided to open Vineyard Financial NYC because I believe I can offer something distinctly different. 

At Vineyard Financial NYC, we strive to provide a wide range of services tailored to meet your needs and aspirations. Our goal is to ensure the overall stability of your life while providing ways and flexibility for you to achieve your goals. 

When we say tailored, we mean that we have access to various types of investments, such as institutional investments, private equity investments, and traditional investments. We will customize your portfolio based on your needs, goals, and desires. Our team of investment specialists along with your financial advisor will update your portfolio to help ensure that we stay on track.

We align your financial goals with your personal goals. We check in with you regularly, as often as needed, to stay up to date with your life. We aim to help you focus on what you love most while we excel at what we do best.

So, if you're looking for a financial advisor, want to learn more about us and how we're different, or are currently with a financial advisor and want to see if we can improve upon your current position, give us a call or send us an email. We’d love to speak with you.

-Wes 

Wesley Ford
Founder-Financial Advisor

201-637-4546

wes.ford@vineyardfinancialnyc.com

Ready to shape your financial future?

Let's create a personalized wealth strategy together. Act now to help secure your tomorrow!

Ready to shape your financial future?

Let's create a personalized wealth strategy together. Act now to help secure your tomorrow!

Ready to shape your financial future?

Let's create a personalized wealth strategy together. Act now to help secure your tomorrow!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products tailored to their needs and objectives.

Securities and advisory services are offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial NYC and MAS are not affiliated entities.

Licensed to sell securities in the following states: FL, IN, KY, NY.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

© Vineyard Financial 2024. All rights reserved.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products tailored to their needs and objectives.

Securities and advisory services are offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial NYC and MAS are not affiliated entities.

Licensed to sell securities in the following states: FL, IN, KY, NY.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

© Vineyard Financial 2024. All rights reserved.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products tailored to their needs and objectives.

Securities and advisory services are offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial NYC and MAS are not affiliated entities.

Licensed to sell securities in the following states: FL, IN, KY, NY.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

© Vineyard Financial 2024. All rights reserved.