About Me

Your dedicated financial advisor

Joe Ward professional headshot West Hartford financial advisor Northwestern Mutual representative
Financial Professional
Northwestern Mutual
Experienced Advisor

Meet Joe Ward

As a Northwestern Mutual representative, I'm passionate about helping families and business owners build confident financial futures.

My journey in financial services began with a simple belief: everyone deserves access to comprehensive financial guidance that puts their needs first. After joining Northwestern Mutual, I've had the privilege of helping families navigate their financial journeys.

What sets me apart is my commitment to understanding not just your financial goals, but your values, dreams, and concerns. I believe that effective financial planning goes beyond numbers—it's about creating strategies that align with your life and give you confidence in your financial decisions.

When I'm not working with clients, you'll find me volunteering with the local United Way chapter and coaching youth baseball in our community. My wife Sarah and I have been married for 12 years, and we have two children who keep us busy with their school activities and sports.

My Mission & Values

I believe every family deserves a comprehensive financial strategy that aligns with their values and helps them achieve their most important goals.

Core Values

Integrity First

Always acting in your best interest with complete transparency and honesty.

Family Focused

Understanding that financial decisions impact your entire family's future.

Long-term Partnership

Building relationships that last decades, not just transactions.

Continuous Learning

Staying current with financial strategies and market developments.

Meeting, women and business people with laptop in office, investment project and discussion. Teamwork, accountant and financial advisor with feedback for finance update, report review and documents

Who I Serve

Growing Families

Young professionals and growing families who want to protect their loved ones while building wealth for the future. From first-time home buyers to parents planning for college expenses.

Business Owners

Entrepreneurs and business owners who need comprehensive planning for both personal and business financial goals, including succession planning and key person protection.

Pre-Retirees

Individuals and couples approaching retirement who want to help work toward having their savings last throughout their golden years while maintaining their desired lifestyle.

Community Involvement

United Way Board Member

Serving on the local United Way board, helping coordinate community fundraising efforts and volunteer programs.

Youth Baseball Coach

Coaching little league baseball for the past 5 years, teaching kids teamwork, discipline, and the joy of the game.

Financial Literacy Advocate

Regular speaker at local high schools and community colleges, teaching young adults about budgeting, saving, and financial responsibility.

Church Finance Committee

Volunteer treasurer for our local church, helping manage budgets and long-term financial planning for community programs.

Personal Life

When I'm not helping clients or volunteering, I enjoy spending time with my wife Sarah and our two children, Emma (10) and Jake (8). We love hiking the local trails, attending our kids' sporting events, and exploring new restaurants in town. I'm also an avid reader of financial and business books, always looking for new insights to better serve my clients.

Ready to Start Your Financial Journey?

I'd love to learn about your goals and show you how comprehensive financial planning can help you achieve them.