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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

Planning Specialties

Anne's specialty is working with people who want to live life to the fullest, business owners and those navigating the journey of rebuilding after the loss of a spouse.

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 is the Founder and Principal Wealth Manager of Wisdom Wealth Management, LLC, bringing over 20 years of financial services experience to her clients. Her Her career spans executive leadership roles, team management, and a steadfast commitment to delivering personalized, client-focused advice. With a passion for aligning wealth with purpose, Anne partners with clients to create financial strategies that foster abundance, meaningful impact, and lasting legacies.

Anne’s dedication to excellence is reflected in her extensive education and credentials. After graduating with honors with a degree in Finance (emphasizing Investments) and minors in Accounting and Spanish, she earned 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.

NAPFA Start Date

April 23, 2012

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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