Hi, I’m William Gardner
I love helping my clients pursue their financial goals while giving them the confidence to make the right decisions for their future.
William Gardner | Partner, Financial Leader & Community Advocate
William Gardner’s life-long fascination with the stock market and global economic trends led him naturally into the realm of financial services. His educational journey at the University of Wisconsin-Stout is where he earned a degree in Business Management. This experience helped lay the foundation for a career dedicated to fiscal wisdom and client empowerment.
As a forward-thinking Partner at Forward Wealth Management, William couples his top-tier industry recognition — including being a top 10 advisor at Northwestern Mutual —a testament to his dedication to clients’ financial goals. Yet, William’s story is more than accolades. It’s about creating a legacy of giving back, evident in his impactful work with Coaches vs. Cancer and his relentless pursuit of community enrichment.
In each client meeting, William brings more than just his expertise; he brings a piece of his heart. William’s personal approach shapes the way he views wealth management: it’s about setting lofty goals and crafting realistic, proven strategies that grant his clients the confidence to make informed financial decisions.
His mission extends beyond finance, enjoying local breweries, wine vineyards, and boating on Madison’s lakes. William’s pursuit of personal and client success is unwavering. Whether he’s rooting for Wisconsin basketball or family boating trips, his commitment to life’s pleasures parallels his dedication to his client’s financial dreams.
With William, your financial plan becomes a tailored pathway, charting a course to your aspirations with clarity and confidence. His passion for service is matched only by his desire to see his clients — and community — thrive. Meet with William to envision your financial journey aligned with someone who truly cares about your future.
Reach out to us and step forward into a future where your financial goals are met with passionate dedication and a personal touch.
Meet our Team
Forward Wealth Management is a wealth-management firm that specializes in comprehensive financial advice for all areas of your life. You will find that we’re easy to work with and have an unwavering commitment to your personal needs.
