Joe Ward, CFP®

I’m Joe Ward, a CFP® professional and founder of Refined Wealth. We specialize in guiding high-earning professionals with retirement planning.

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Refined Wealth LLC is a Registered Investment Adviser in the state of Texas. Advisory services are only offered to clients or prospective clients where Refined Wealth LLC and its representatives are properly registered or exempt from registration. This channel is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.