Wisdom Wealth Management

About

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®, MPASTM, 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. With over years of experience, Anne has helped hundreds of clients achieve their financial goals.

Frequently Asked Questions