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Fiduciary guidance for life's biggest decisions

Conan Ward helps Wayne families and retirees navigate retirement, investments, taxes, and long-term planning through an independent fiduciary approach centered around what matters most to them.

SCHEDULE A CONVERSATION Take The Retirement Readiness Quiz

Conan Ward
Kingsview Partners · Wayne, NJ

Portrait of Conan Ward
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Fiduciary guidance for life's biggest decisions

Conan Ward helps Wayne families and retirees navigate retirement, investments, taxes, and long-term planning through an independent fiduciary approach centered around what matters most to them.

SCHEDULE A CONVERSATION Take The Retirement Readiness Quiz

Conan Ward
Kingsview Partners · Wayne, NJ

Portrait of Conan Ward
KV-TV-media-logos-transparent1

WHY CLIENTS WORK WITH CONAN

A Fiduciary Partner Who Puts You First

As a fiduciary advisor, Conan is bound by law — and guided by principle — to act solely in your
best interest.

That means no commissions, no hidden incentives, and no conflicts of interest.

Clients choose Conan for his clarity, commitment, and the ability to translate complex financial
concepts into actionable strategies that align with your goals.

  • Fee-based fiduciary approach focused on transparency and trust
  • Personalized investment, retirement, and estate planning
  • Seamless coordination across tax, insurance, and wealth management
  • Support from Kingsview’s national team of specialists
  • Local presence, national strength

What You Can Expect

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Independent fiduciary advice — always in your best interest

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Thoughtful guidance for life’s biggest financial decisions

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A relationship built on trust, clarity & long-term partnership

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Strategies designed around the life you’re actually trying to live

What We Help With

The technical work that supports the bigger conversations.

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Investment Management

Portfolios designed for your stage of life, not a model someone else built

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Tax Planning

Roth conversions, withdrawal sequencing, IRMAA management, and charitable giving strategy

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Estate and Legacy Planning

Multi-generational planning, beneficiary coordination, and family legacy conversations

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Healthcare and Medicare Planning

Bridging coverage, managing Medicare decisions, and coordinating IRMAA across retirement

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Retirement Income Planning

Turning a portfolio into a sustainable paycheck for the next 25 to 30 years

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Social Security Strategy

Claiming optimization coordinated with the rest of your income and retirement plan

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Business and Retirement Planning

Planning strategies for owners, executives, retirement plans, and growing businesses

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Specialized Strategies for Wayne Investors

Local guidance for Wayne-area investors navigating retirement, business transitions, and long-term wealth decisions

What We Help With

The technical work that supports the bigger conversations.

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Investment Management — portfolios designed for your stage of life, not a model someone else built

icon7

Tax Planning — Roth conversions, withdrawal sequencing, IRMAA management, and charitable giving strategy

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Estate and Legacy Planning — multi-generational planning, beneficiary coordination, and family legacy conversations

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Healthcare and Medicare Planning — bridging coverage, managing Medicare decisions, and coordinating IRMAA across retirement

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Retirement Income Planning — turning a portfolio into a sustainable paycheck for the next 25 to 30 years

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Social Security Strategy — claiming optimization coordinated with the rest of your income and retirement plan

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Business and Retirement Planning — planning strategies for owners, executives, retirement plans, and growing businesses

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Specialized Strategies for Wayne Investors — local guidance for Wayne-area investors navigating retirement, business transitions, and long-term wealth decisions

 As a fiduciary wealth manager, I believe clients deserve advice that is aligned with their goals, values, and long-term well-being. Financial planning should create clarity, confidence, and coordination around the life you’re building, not pressure, confusion, or product-driven recommendations. That commitment is at the center of every relationship I serve. 

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Conan Ward PARTNER | WEALTH MANAGER

Explore Financial Resources

Insights, Tools & Education — Curated for Wayne Investors

Stay informed with Kingsview’s library of expert insights, financial guides, and educational videos — all designed to help you make smarter, more confident decisions about your wealth.

START LEARNING →
The Retirement Tax Bomb eBook

The Retirement Tax Bomb

Don’t let these hidden tax surprises blow up your retirement plans.

Download Now
The Business Owner's Guide to Lasting Wealth For Business Owners

The Business Owner's Guide to Lasting Wealth

Turn your hard work and sweat equity into lasting wealth.

Download Now
The Retirement Income Playbook eBook

The Retirement Income Playbook

A comprehensive guide to building a retirement income strategy.

Download Now

Explore Financial Resources

Insights, Tools & Education Curated for Wayne Investors

Stay informed with Kingsview’s library of expert insights, financial guides, and educational resources designed to help you make smarter, more confident financial decisions.

The Retirement Tax Bomb eBook

The Retirement Tax Bomb

Don’t let these hidden tax surprises blow up your retirement plans.

Download Now
The Business Owner's Guide to Lasting Wealth For Business Owners

The Business Owner's Guide to Lasting Wealth

Turn your hard work and sweat equity into lasting wealth.

Download Now
The Retirement Income Playbook eBook

The Retirement Income Playbook

A comprehensive guide to building a retirement income strategy.

Download Now

ABOUT WORKING WITH CONAN

Guidance Rooted in Experience, Discipline
and Personal Follow-Through

Conan Ward operates his Kingsview Partners practice out of Wayne, New Jersey, serving clients across North Jersey and beyond. Born and raised in Wayne, Conan brings more than 35 years of financial industry experience to the individuals, families, and business owners he serves today.

Before becoming a financial advisor, Conan built a long career in financial services technology, first at PaineWebber and UBS, where he became a Director, and later at Morgan Stanley focused on broker platform development and technical consolidation. In 2014, he made a deliberate transition into wealth management, bringing that industry knowledge into more personal, relationship-driven advisory work.

Today, Conan combines local accessibility with the resources of Kingsview’s independent fiduciary platform, helping clients navigate retirement, investment management, income planning, estate coordination, and the financial decisions that shape the next stage of life.

“I’ve always been motivated by helping people, coaching, guiding, and assisting someone as they work toward a goal. That’s what I enjoy most about this work.”

Conan Ward
Partner | Wealth Manager

Office Location: Wayne, NJ

Phone: (973) 453-9999

Email: CWard@kingsview.com

Book a Meeting →

Life Outside the Practice

Conan and his family live in Glen Ridge, New Jersey, where they have been for more than 20 years. Outside the practice, he remains an athlete at heart, carrying the same competitive spirit and steady perspective into how he shows up for clients, his wife Irene, and their daughter Caroline.

ABOUT WORKING WITH CONAN

Guidance Rooted in Experience, Discipline
and Personal Follow-Through

Conan Ward operates his Kingsview Partners practice out of Wayne, New Jersey, serving clients across North Jersey and beyond. Born and raised in Wayne, Conan brings more than 35 years of financial industry experience to the individuals, families, and business owners he serves today.

Before becoming a financial advisor, Conan built a long career in financial services technology, first at PaineWebber and UBS, where he became a Director, and later at Morgan Stanley focused on broker platform development and technical consolidation. In 2014, he made a deliberate transition into wealth management, bringing that industry knowledge into more personal, relationship-driven advisory work.

Today, Conan combines local accessibility with the resources of Kingsview’s independent fiduciary platform, helping clients navigate retirement, investment management, income planning, estate coordination, and the financial decisions that shape the next stage of life.

“I’ve always been motivated by helping people, coaching, guiding, and assisting someone as they work toward a goal. That’s what I enjoy most about this work.”

Conan Ward
Partner | Wealth Manager

Office Location: Wayne, NJ

Phone: (973) 453-9999

Email: CWard@kingsview.com

Book a Meeting →

Life Outside the Practice

Conan and his family live in Glen Ridge, New Jersey, where they have been for more than 20 years. Outside the practice, he remains an athlete at heart, carrying the same competitive spirit and steady perspective into how he shows up for clients, his wife Irene, and their daughter Caroline.

Ready To Get Started?

Schedule a call or send us a message — we're here to help.

CONTACT CONAN Take The Retirement Readiness QUiz