Anchor Wealth Management, LLC was founded in 2010. I am a fee-based investment advisor that provides asset management and investment planning services for individuals, trusts, and small businesses. Over the ensuing years, my highly disciplined approach to equity investing, market evaluation, and risk management has attracted a growing number of high-net-worth individual investors. Today, I manage assets from coast to coast and across generations. I am dedicated to providing comprehensive financial planning services to my clients. I will not recommend any type of financial product until I am fully aware of my clients’ goals and objectives. My investment philosophy is based on my belief that the most important investment decision an investor can make is not which investment to buy (though this is certainly an important criterion I use) – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances, and risk-taking capacity. I measure my success in terms of client satisfaction. My approach has resulted in noteworthy expansion and validates that my clients have achieved their objectives with consistency.