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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

We'll Help You Prepare For Your Future

Our firm is dedicated to helping our clients build wealth and preserve their hard-earned assets. Our personalized services cover various areas of financial management, from investment and retirement planning, to risk management and estate conservation. We specialize in helping our clients develop a comprehensive and cohesive financial strategy that fits their unique needs and desires, helping them strive towards both short and long-term objectives.

Whether your goals involve building wealth, managing existing wealth, planning for retirement, protecting your estate, or funding a child's college education, we can assist you in developing a plan that helps you make informed decisions in pursuit of your financial goals.

We will work with you to address your needs - for today, tomorrow and many years to come. We look forward to working with you.

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Planning | Direction | Knowledge


Welcome to Anchor Wealth Management Group, LLC.

We specialize in:


Wealth management

Wealth planning

Financial consulting

Financial services

Investment management


Please contact us to see how we can help you plan for your financial future.


Kim is Recipient of the 5 - Star Award for 2019

Announced in June Forbes Magazine


Kim's Announcement and Profile for 5 Star

Core Beliefs

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Personalized Strategies

We create strategies that are tailored to your needs and goals.

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Creative Strategies

We encourage our advisors to tailor strategies to their clients. Comprehensive answers for every situation.

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If you need, please contact LPL directly through

their Service Center at 800.558.7567 or visit

LPL.

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