Matter Team
Tam Ward, CFP®
Tam understands the unique opportunities and challenges ultra-high-net-worth families face, and she’s built her career around helping them navigate wealth with clarity and confidence. With more than two decades of experience, she brings a proactive, solutions-focused approach and a genuine passion for building meaningful relationships. Her ability to connect with families and guide them through complex decisions helps our team deliver exceptional, personalized experiences to Matter families.
Before joining Matter, Tam spent 14 years at IWP, where she led the client advisory team and worked closely with multigenerational families on their wealth and estate planning strategies. Earlier in her career, she served as the director of client services at a Boston-based multi-family office, an analyst at Fidelity Investments, and a portfolio management associate at an investment advisory firm.
Tam graduated from the University of Massachusetts Amherst with a BA in finance and earned her MS in financial planning from Bentley University’s McCallum Graduate School of Business. She is a CFP® certificant, holds a Series 65 license, and serves on the investment committee of a private school in Denver.
Originally from the East Coast, Tam now lives in Denver with her husband and their two daughters, who keep her both grounded and inspired. Outside of work, she loves traveling and spending quality time with family and friends.