At Wardian Wealth Management, Inc. we are focused on providing ethical, professional service. Our advice is based on consistent education and affiliations with some of the nation’s leading financial, tax and estate planning resources such as Ed Slott of the Elite IRA Advisor Group™, and HS Dent, an economics research organization.  Our firm specializes in assisting Pre and Post Retirees with planning for a more confident and successful retirement, and monitoring your Financial Wellness. Our goal is to help our clients grow, protect and eventually distribute their assets – in the most tax efficient manner. We value the relationships we build with our clients and strive for exceptional client service based on experienced professional advice, high ethical standards, honesty and trust.

Read More »

Free Podcasts - Click Here!           Free Video - Click Here!

 

What Makes Us Unique & Different?:

1)      Wardian Wealth Management, Inc. offers the proprietary “Asset Cycle Portfolio System®”.  This is a systematic approach to supplying a reliable income stream
(possibly 5 to 10 years Guaranteed with potential tax-advantages), while at the same time providing the potential for inflation protection for assets and income. 
 
2)      Pat J. Wardian, CEO/President, is a “Purpose Driven Advisor”. The proper financial vehicle for any account is determined by the “purpose” and “goal” that is identified and specific to each client’s situation. I focus on the purpose 1st and the product 2nd. I am licensed in both Securities and Insurance – My motto: “Identify the purpose of the account –and based on each client’s unique situation the proper financial vehicles will reveal themselves”.