Broker Check

What Makes Us Different

Do You Understand Your Financial Needs?


YOUR GOALS

Are you heading towards retirement? Or saving for a college education for your kids or grandkids? How about that dream home.

We can help provide strategies that allow you to work toward your personalized goals. Watch this short video that will provide you the information on how we can help.

Goals

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ARE YOU A WOMAN AND THE HEAD OF YOUR HOUSEHOLD?

Watch this video to understand how Anchor Wealth Management can match up your goals for you and your family.

Take Control

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The number and diversity of investment choices available today are staggering.  The days of simply buying bonds or mutual funds are long gone.  There are dozens of choices in today's investment market.  Anchor Wealth Management specializes in developing an investment strategy that is specific to you.

Investment management is just the tip of the iceberg. Our services include:

  • Identifying investment objectives and risk tolerances
  • Developing formal investment plan including setting goals and recommending portfolio structure designed for your specific needs and objectives
  • Independent and Objective review of products and services in the marketplace
  • Review and analysis of existing investments for results and performance
  • Ongoing monitoring of specific goals and objectives and implementation of any necessary plan changes
  • Updating and educational meetings
  • Advice and analysis of all aspects of your financial life including major purchases, retirement plans, college plans, estate plans
  • Consulting and evaluation of risk management
  • Active management of taxes in any non-qualified investment account when applicable
  • Access to world-class institutional investment money managers
  • Comprehensive account aggregation for your family's financial future 
  • Utilizing new research findings and technology to deliver an efficient experience 
  • Timely responses to any questions or concerns you have regarding investment portfolios or financial matters
  • Providing the same level comprehensive strategies to friends, family and business associates