Anchor Wealth Management, LLC was founded in 2010. We are fee-based investment advisors that provide asset management and investment planning services for individuals, trusts, and small businesses. Over the ensuing years our highly disciplined approach to equity investing, market evaluation, and risk management has attracted a growing number of high net worth individual investors. Today we are a team of skilled professionals that manage assets from coast to coast and across generations. We are dedicated to providing comprehensive financial planning services to our clients. We will not recommend any type of financial product until we are fully aware of our clients’ goals and objectives. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy (though this is certainly an important criteria we use) – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances, and risk-taking capacity. We measure our success in terms of client satisfaction. Our approach has resulted in noteworthy expansion and validates that our clients have achieved their objectives with consistency.
Anchor Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Anchor Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Anchor Wealth Management, LLC unless a client service agreement is in place.