Founder and Principal Wealth Manager
Anne Ward is the Founder and Principal Wealth Manager of Wisdom Wealth Management. She possesses more than two decades of experience in financial services and blends academically-sound research with a passion for personalized service....
Dynamic provides access to highly skilled professionals, industry-leading resources and best-in-class technology so Wisdom Wealth Management can help clients make sound financial decisions at any life stage. Learn more about Wisdom Wealth Management’s partnership with Dynamic and what it means for clients.
Anne Ward has received the Five Star Wealth Manager award. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. The Five Star Wealth Manager program does not rate or rank advisers but rather identifies wealth managers who satisfy 10 objective eligibility and evaluation criteria. Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Working with a Five Star Wealth Manager, or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an adviser firm and the content of this article should not be considered financial advice. The award methodology does not evaluate the quality of services provided. For more information on the Five Star award and the research/selection methodology, go to https:// fivestarprofessional.com/ref/ research/WM_ ResearchMethodology. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial for Anne Ward by any of its clients or prospective client will experience a higher level of investment performance. These awards/ratings do not directly affect Anne Ward's ability to perform investment management services or a client’s success in utilizing Anne Ward as a financial advisor.