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(760) 836-0131

How Anchor Wealth Management Group, LLC Provides Full Service

Our business is built on a foundation of thoughtful client relationships. 

While developing a customized financial program, we will walk you through a step-by-step process to help you feel more confident in your decisions.




Anchor Wealth Management Group, LLC. Services Work Together 

Review the two graphics below to help you gain a better understanding of how our services work.

Your Personal CFO shows you the full team that will work with Anchor Wealth Management Group, LLC. to develop strategies to help you work towards your goals.

The Iceberg Chart shows you all of the components of Comprehensive Wealth Management Planning.


Your Personal CFO                                                                                                                  Iceberg Chart

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Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following highly-personalized services:


Risk

  • Identify investment risk tolerances
  • Consulting and evaluation of risk management

 Investments & Planning

  • Develop a formal investment plan including setting goals and recommending portfolio structure designed for your specific needs and objectives
  • Review and analysis of existing investments
  • Access to time-tested institutional investment money managers
  • Timely response to any questions or concern you have regarding investment portfolios or financial matters
  • Comprehensive account aggregation for your family’s entire financial future

 Products, Services, Performance

  • On-going evaluation of results and performance
  • Use of new research findings and technology to deliver as efficient an experience as possible
  • Ability to provide the same level of comprehensive strategies to friends, family and business associates
  • Independent and objective review of products and services in the marketplace

Monitoring

  • On-going monitoring of specific goals and objectives and implementation of any necessary plan changes

Taxes

  • Active management of taxes in any non-qualified investment account when applicable
Tax services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, Anchor Wealth Management Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.

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Wealth Management

Your wealth management team will share thoughts on investing as well as recommendations on a portfolio construction that matches your unique situation. Your goals, attitude toward risk and age are the foundation to create a sensible mix of investments.

Retirement Planning

Making the most of your retirement plans and IRAs. Determine how much you need to retire comfortably. Management of assets before and during retirement.

Tax Management

Looking for ways to help reduce your current and future tax burden. Working closely with your tax professional or referring you to qualified tax specialists.

Estate Planning

Working closely with your legal advisors to help preserve your estate for your intended heirs.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Financial Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.