As a Business Owner You Face Unique Planning Challenges

Are Your Business Assets in the Right Financial Hands?

When selecting your wealth advisor, you need a partner who has deep industry knowledge from years of experience. You want to know that your advisor will put your needs and interests first. You’ll want to know you can trust them. You want a team that gives you their best, every time.

At Anchor Wealth we help you chart a new course forward. We will map out a strategy and direction that addresses your unique challenges and opportunities. Opportunities to maximize your business potential, mitigate risk, advance tax planning and provide for your employees. We make absolutely sure your business is never stuck in the doldrums.

Tax Planning for Business Owners

When you are in the midst of growing your business it can be hard to find the time to focus on wealth planning and protection. That’s why we are here. Anchor Wealth uses a proactive planning process and virtual family office team to provide you with advice on wealth management, tax planning and risk mitigation.

We have been pleased with Stacey’s strategies and approach. He is personable. Down to earth and not pushy. He looks at a lot of different perspectives and gives you the option to make the best decision for your family. He will not push things on you.
Deborah G., Franklin, TN
I really trust him because of the way he takes care of me. He works hard to protect my money for myself and my children.
Sharon W., Hendersonville, TN
Stacey is a great guy. He is caring and understanding. He takes the big picture into consideration and the guides you to what works for you.
Scott W., San Jose del Cabo, Mexico
Stacey is very diligent. He has a holistic approach to taxes, investments and alternative investment strategies.
Michael R., Franklin, TN
The financial world is full of misinformation. It is difficult to navigate. That’s why you need a guide. I was looking for an advisor to guide me, navigate for me and not lose my money. Stacey asks great questions and develops a strategy based on that.
Dwayne S., Hohenwald, TN
When you sit down and talk with someone you want to feel they have your best interests at heart. I felt that way about Stacey. I liked his focus from a faith-based Christian standpoint. He makes you feel good about your investments, and that it is about you, not about the money.
Ted G., Franklin, TN
I’m very happy with all of Stacey's recommendations. His network of alliances is very good. He is genuinely interested in your welfare, not just trying to make a quick buck.
Dwayne S., Hohenwald, TN
I am very grateful to Stacey. He helped me recover from a significant financial loss. He has become a friend.
Sharon W., Hendersonville, TN

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*** The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment Advisory Services offered through Optivise Advisory Services, LLC (OAS); An SEC Registered Investment Advisor. OAS and Anchor Financial, Inc. are independent of one another.