Anne Ward is the Founder and Principal Wealth Manager of Wisdom Wealth Management, LLC bringing more than two decades of experience in the financial services industry to the clients she serves. Her background includes multi-generational wealth and investment management, advanced wealth planning, charitable giving strategies, and integrated tax-aware wealth planning, all guided by a commitment to personalized, client-focused advice. With a passion for aligning wealth with purpose, Anne partners with clients to create financial strategies that support long-term abundance, meaningful impact, and lasting legacies.
Anne’s passion for using wealth to create meaningful impact traces back to a formative mission trip during her high school years. While delivering shoes to an orphanage in Mexico, she was struck by the realization that for many of the children, this was their first pair, a sharp contrast to the abundance she had always known at home and often taken for granted. That moment reshaped her perspective on responsibility and the thoughtful use of resources to help others. Today, Anne is drawn to working with like-minded clients who seek to use their wealth intentionally, live abundantly, and create a positive and lasting impact.
A Journey to Purposeful Financial Advice
Anne began her career in financial services in the early 2000s during the tech bubble, where she witnessed retirees risking their life savings on highly speculative investments. Unable to provide guidance in that role, she recognized her calling to help people make informed, strategic financial decisions. She transitioned into financial advising and earned the President’s Award in her first year at a national firm.
Discomfort with proprietary, product-driven advice led Anne to adopt the independent advisory model in 2005, ensuring her clients’ interests always came first. In 2010, she transitioned to a fee-only fiduciary model, eliminating commissions and reinforcing her commitment to objective, client-focused advice. As a CERTIFIED FINANCIAL PLANNER™ professional, Anne provides objective, personalized guidance designed to align her clients’ wealth with their long-term goals.
A Wealth of Expertise
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. Her professional designations include:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Accredited Investment Fiduciary® (AIF®)
Master Planner Advanced Studies™ (MPAS™)
Chartered Retirement Planning Counselor™ (CRPC®)
Anne’s leadership skills propelled her to become a director and shareholder in her 30s, holding executive roles at prominent firms. Her expertise and credibility have been recognized with honors such as the Five Star Wealth Manager Award for twelve onsecutive years. She has been quoted in Forbes, U.S. News, and MN Business, and has been a speaker on various financial topics.
Living an Abundant Life
Anne’s commitment to using wealth for good continues to shape both her professional and personal life. She actively supports nonprofit organizations focused on addressing homelessness, addiction, and hunger, as well as initiatives advancing mental health, human rights, and faith-based causes. Through Wisdom Wealth Management, she champions financial literacy, small business support, and services for widowed individuals.
Outside the office, Anne embraces life. She is married with three children and two dogs and is often found cheering on the sidelines at lacrosse and hockey games. She enjoys exercising, traveling, and spending time with family. Anne values meaningful work, relationships, faith, health, travel, philanthropy, and personal growth, all of which fuel her dedication to helping clients live life to the fullest.
