OUR SERVICES
Reach your financial goals
At Anchor Wealth Management, service we offer to reach your financial goals.
Our Services
Wealth Management
An initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors
Financial Planning
Fee-based comprehensive financial planning services fee-based comprehensive financial planning services.
Investment Advisor
Select a third-party investment advisor whose style and talent best fit your individual needs and objectives.
Our services for your unique needs
Wealth Management Services
We consult with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios.
Anchored Wealth uses and implements the Modern Portfolio Theory. When making recommendations, Anchored Wealth customizes portfolio recommendations taking various factors in consideration such as the client’s investment goals & objectives, risk tolerance, time horizon and expectations of income.
Financial Planning
We provide fee-based comprehensive financial planning services tailored to the needs of the individual client. Items generally covered are assets and liabilities, budgeting, cash flow analysis, income taxation, insurance coverage, risk management, retirement planning, education expenses, estate planning, client’s investment attitudes, risk tolerance, and philosophy. The financial plan also includes Anchored Wealth’s recommendations as to investment of funds.
Clients’ financial plan can be as specific or as comprehensive as Client requests. To that end, Anchored Wealth will provide planning services in the areas specified below:
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Third-Party Investment Advisors Services
Anchored Wealth utilizes the services of third-party investment advisors as sub-advisors on occasion. If we choose this option, we will select a third-party investment advisor whose style and talent best fit your individual needs and objectives. Your agreement with us gives us the authority to hire or fire these managers on your behalf.