Our Team

Wisdom Wealth Management, llc

At Wisdom Wealth Management, we offer a highly personalized experience typical of a smaller firm, while leveraging the advanced tools, resources and solutions of a larger firm. We are committed to delivering undivided attention, strategic guidance, and a seamless experience.

Anne M. Ward

Founder and Principal Wealth Manager

952-800-4996

anne.ward@wisdomwm.com

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...

Alexandra Ward

Client Service Associate

clientservice@wisdomwm.com

Alexandra joined Wisdom Wealth Management in December 2024 and supports the firm’s client service, operations, and compliance behind the scenes. After initially coming on board in a temporary role over her winter break from college,...

dynamic wealth advisors

Through a partnership with Dynamic Wealth Advisors, Wisdom Wealth Management draws upon comprehensive professional services and unparalleled practice support from a dedicated team ready to handle client service needs so we can focus on delivering exceptional client experiences.

Our firm's affiliation with Dynamic Wealth Advisors, an SEC registered investment advisor (RIA), is part of something bigger: a growing network of over 80 wealth advisory practices across the U.S. with $6 billion in assets as of June 30, 2025. Our clients benefit from Dynamic's experience and resources providing us with timely market analysis and qualified investment research, highly skilled professionals, industry-leading resources and best-in-class technology so we can help clients make sound financial decisions at any life stage.

Investment advisory services are offered through Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC registered investment advisor.