Founder, Wealth Advisor
At our firm, we have the client—and only the client—in mind. We want to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. Personal finance challenges can be overwhelming, and our commitment is to utilize all of our resources to help you pursue your goals.
At Anchor, we recognize that your time is precious; encouraging us to offer:
- bespoke services such as house calls, evening and weekend appointments, and virtual meetings
- select client events catered to your interests
- a personal financial website designed to consolidate your accounts
At Anchor, we utilize a disciplined, rigorous investment process that includes:
- access to quality institutional money managers and comprehensive research
- portfolios tailored to your needs, goals, and preferences
- a full spectrum of investment management strategies including, but not limited to
- faith based
- socially responsible
We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our efforts are focused on you, the client, and your satisfaction . This approach is both custom and comprehensive. Investments, taxes, insurance, and estate planning are financial concerns that benefit from integrated management. We welcome consultation with clients' attorneys, accountants, and other professionals to coordinate financial priorities in an effort to maximize overall performance.
No strategy assures success or guarantees against loss.