Anne Ward (AIF®, CFP®, CRPC®, MS)
Anne Ward focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Planning Specialties
Anne's specialty is working with people in life transitions, like retirement or loss of a loved one.
Investment management is the cornerstone of her service to help her clients achieve their financial goals. Anne approaches investing with diligence and deep respect for the trust clients place in her to manage their hard-earned money. In addition to investment management, she guides clients to protect, manage and grow their wealth in ways that truly matter to them. Anne defines wealth management as the intersection where investments and planning meet. She simplifies what can feel overwhelming and crafts financial strategies tailored to her clients unique goals and preferences.
Anne builds her work on a deep understanding of her clients’ goals and values, uncovering what's most important and helping them define financial success.
Anne is known for her passion for service and attention to detail. She calmly helps people navigate through emotional moments in life or volatile market swings. She is organized and proactive. Together, she develops an Abundant Living Roadmap that empowers her clients to live abundantly.
Additional Information
Anne Ward, Founder and Principal Wealth Manager of Wisdom Wealth Management, LLC, brings over 20 years of experience in financial services, combining expertise, leadership, and a passion for aligning wealth with purpose. As a lifelong learner, Anne believes her high-quality education helps serve clients. Anne graduated Magna Cum Laude with a Bachelor of Business Administration in finance and investments and holds a Master of Science in personal financial planning. She has earned the Accredited Investment Fiduciary® (AIF), Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor® (CRPC), and Master Planner Advanced Studies® (MPAS) designations. With a passion for aligning wealth with purpose, Anne partners with clients to create financial strategies that foster abundance, meaningful impact, and lasting legacies.
NAPFA Start Date
April 23, 2012
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