About the Steve Ford Team
Our team, led by Steve Ford, understands the unique needs of family-owned businesses and brings a breadth of experience to your wealth management process throughout your tenure as a business owner and through your retirement. From investment management to succession planning, we specialize in personalized financial support for the many aspects of generational wealth building achieved through business ownership.
Our team believes that true wealth management requires more than just investment advice; it demands a coordinated strategy. That’s why our Roundtable™ of specialists—including CFP® professionals, CPAs, attorneys, and insurance professionals—collaborate to provide you with comprehensive, personalized guidance. By providing grounded financial analysis and connecting you to invaluable resources, we work in tandem with your family to help build, preserve, and steward your financial assets.
Whether you’ve been in business for five years or 50, you need financial planning that synthesizes the needs of your business with the vision you hold for your family. Starting with a comprehensive analysis of your financial health and connecting you to our network of specialists, we create a plan for your family’s future.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
Wealth Enhancement Welcomes Ascent Private Wealth
By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.
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Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation