Urban Wealth Management
Urban Wealth Management is happy to introduce a new service offering within our network of trusted experts. Kisha N. Ward is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNERTM who provides thoughtful and comprehensive guidance on accounting and tax planning, especially for high net worth clients.
With more than 20 years of experience, Kisha has served as a committed and trusted advisor to her clients by providing comprehensive income, estate, and gift tax compliance and planning services with a special interest in the effective transfer of wealth. With a holistic approach and utilizing coaching techniques, she seeks to help clients uncover their “why” to better understand and achieve their financial goals. Her clients have included affluent families and individuals, business owners, executives, founders, investors, professional athletes, and other professionals on their path to creating, maintaining, and preserving generational wealth. Kisha’s experiences led her to found K. Ward & Co., a boutique tax planning and compliance practice aimed at serving clients in a holistic manner.
Kisha began her career in corporate financial reporting for publishing, advertising, and real estate at The Kiplinger Washington Editors, Inc. She was the Director of Finance for a single-family office, responsible for all tax and financial planning matters for a multi-generational family. Kisha has also spent about 15 years working in private client services, focusing on planning and compliance for ultra-high net worth clients in her role as Tax Senior Manager at Ernst & Young, LLP and BDO (through acquisition of Argy, Wiltz & Robinson, P.C.).
Kisha is a native of Washington, D.C. She graduated from Frank W. Ballou senior high school where she was a student-athlete, senior-class Vice-President, voted most athletic and lettering in several sports. She earned a B.S. from Bennett College and an Executive Certificate in Financial Planning from Georgetown University. She also completed Accredited Estate Planning designation coursework from The American College and training at Goal Imagery® Institute, International School of Coaching Mastery™. Kisha is a Certified Public Accountant with the Personal Financial Specialist designation from the American Institute of Certified Public Accountants. She is also a CERTIFIED FINANCIAL PLANNER™ and a Certified Holistic Life, Career & Executive Coach.
Kisha is a member of the Washington D.C. Estate Planning Council and was named a top tax advisor in the Washington, D.C., area by the Washingtonian magazine in January 2021 and January 2022. She serves on the board and is Audit Committee Chair for Bright Beginnings, Inc., a nonprofit that takes a two-generation approach in promoting the long-term development and success of children and families experiencing homelessness and housing instability in Washington, D.C.. Kisha is also on the board of directors for the Frank. R. Williams Scholarship Fund which awards scholarships to Calvin Coolidge High Senior School students in Washington, D.C.
The role she is proudest of is mother to her wonderful, sweet, and energetic son, Timothy.
Welcome to the network, Kisha! We can’t wait to work with you.