Roger Ward

Principal Wealth Advisor & CIO at TrueWealth

Roger has more than 25 years of experience helping clients simplify the complications that come with managing wealth. He specializes in assisting TrueWealth clients in addressing complex personal financial planning situations, retirement planning, and liquidity event planning. He enjoys the process of helping individuals and families turn assets into lifestyles through prudent planning—and careful execution. A leader and motivator, Roger provides peace-of-mind to processes that might otherwise cause stress. Roger is from West Columbia, SC, with roots firmly planted in the Roswell area. He and his wife Lolly and their son and daughter are active members of Roswell United Methodist Church. Roger volunteers with the Boy Scouts of America, and, when not providing wealth management guidance to clients and associates, enjoys reading and travel.
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