Anne Ward (AIF®, CFP®, CRPC®, MS)

Anne Ward focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Laurel Wealth Planning services are designed to help clients who’ve created or inherited wealth and who have complex issues that benefit from financial and tax planning strategies. We often serve those experiencing a major life events , such as retirement, divorce or loss of a loved one, including many women decision makers.

 Your best interests are at the center of everything we do as we focus on your long-term financial well-being. Anne says, “Laurel Wealth Planning is a place where you can be comfortable sharing all your concerns and asking all your questions, feeling like you’re amongst friends.”

In addition to managing your assets, we’ll help you integrate all aspects of your financial life: retirement, your budget, investing,  insurance, and estate. planning.   Many clients use us as their financial “voice of reason,” helping to put numbers around choices from supporting the education of a child to buying a cabin. Having CFP’s and a CPA steeped in taxes and wealth management on your side, caring deeply about the outcome, helps put our clients’ money worries to rest.

Anne is accepting new clients. Please reach out to inquire further about our services.

(Laurel Wealth Planning does not sell insurance, but does consult on it.  We do not practice law or accountancy.)

Additional Information

As a Senior Wealth Manager and Shareholder at Laurel Wealth Planning, Anne brings more than 20 years of financial planning and investment experience and is passionate about simplifying the complex and developing strategies to help meet clients’ financial life goals. She believes in the impact of holistic financial planning and brings an elevated level of empathy to listen and support clients. As a lifelong learner, Anne is dedicated to this profession and believes that investing in high-quality education helps best serves financial planning & investment clients.  Anne graduated Magna Cum Laude with a Bachelor of Business Administration in finance and investments and minors in accounting and Spanish. She also holds a Master of Science in personal financial planning, which expands her knowledge to serve her clients better. She has earned the Accredited Investment Fiduciary® (AIF®), Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Master Planner Advanced Studies (MPAS®) designations.

NAPFA Start Date

April 23, 2012

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This Office

3300 Edinborough Way Ste 790 Edina, MN 55435-6015 Phone: (952) 854-6250