Wisdom Wealth Management is a wealth advisory firm that helps clients with wealth find meaning between their hard-earned money and how they choose to use it. Founder and Principal Wealth Manager Anne Ward, CFP®, AIF®, MPAS™, CRPC® blends academically-sound research with a passion for helping others and highly personalized service.
Located in the Minneapolis area and serving clients nationwide, Wisdom Wealth Management helps individuals and couples who seize life, and those looking to rebuild their lives after losing a spouse, find a deeper connection to achieving their long-term financial goals.
From advanced retirement income planning and tax strategies, to building investment portfolios that support favorite causes and meaningful goals, clients trust Anne with the smallest of details.
Thanks to a partnership with Dynamic Wealth Advisors, Wisdom Wealth Management has a small firm feel with big firm resources. Anne’s attention to detail and holistic approach, backed by Dynamic’s dedicated team of industry professionals across all areas of financial services and practice support, helps clients solve their unique financial complexities so they can prosper in more ways than wealth.