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Anne M. Ward, CFP®

Allodium Investment Consultants

500 Washington Ave S
Ste 2015
Minneapolis, MN 55415
Phone: (612) 230-3720
Fax: (612) 230-3714

Toll-free: (866) 207-6810

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Retirement
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.