Our Company

Anchor Wealth Management, LLC was founded in 2010 and has been a registered investment adviser since 2017. We are a fee-based investment advisory firm that provides 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. Anchor Wealth Management is dedicated to providing comprehensive financial planning services to our clients. Recommendations for any type of financial product will not be made until the clients’ goals and objectives are first understood. Anchor Wealth Management’s investment philosophy is based on the belief that the most important investment decision an investor can make is not which investment to buy (though this is certainly an important criteria) – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances, and risk-taking capacity. Our success in measured in terms of client satisfaction and this approach has resulted in noteworthy expansion and validates that our clients have achieved their objectives with consistency. Decisions made at every stage of life can have long-lasting implications. Our firm can help you evaluate your choices, as well as provide guidance to grow and preserve your wealth for all your visions now and in the future.

Partnering with your other professional advisors, our firm can help implement strategies to preserve your wealth – so you can enjoy your lifestyle, provide for your family and support the causes most important to you.

  • Analyze projected outcomes to inform your decisions
  • Evaluate risks to your wealth plan, including your spending rate, who you name as trustees and how you hold your assets
  • Evaluate how to take advantage of your concentrated positions
  • Plan for the succession and sale of your businesses
  • Develop effective charitable-giving strategies
  • Help execute your plan by serving as fiduciary
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.