Start Investing in Your Future. Schedule a Free Consultation Today.

Let's Talk

(615) 357-8865

We help create and protect wealth for Business Owners and High Net Worth Individuals

Comprehensive guidance in retirement planning, wealth management, custom tax strategies, and more. Get financially fit with our team of experts. 

Learn More About Us
Schedule Your Consultation

Years of Expertise

Anchor Wealth has been delivering personalized financial strategies and trusted advice for over a decade.

Proactive Strategies

From retirement to wealth transfer, Anchor Wealth helps craft strategies for every phase of life.

Client Satisfaction

Our commitment to client success drives long-term relationships built on trust, results, and exceptional service.
lawyers in suits working together on project at wo 2022 11 02 01 13 28 utc e1726879121726

Proactive Planning for Your Future

Click play on the video above to learn more

Get To Know Us

Welcome to Anchor Wealth

Anchor Wealth caters to high-net-worth clients and business owners like you who want personal service and attention and unique, custom planning strategies. Connect with us through our virtual family office for tax planning, wealth management, faith aligned investing, as well as business advisory and legal services.

  • Protecting your wealth and leaving a legacy
  • Financial expertise for growing your business
  • Add an advance planning specialist to your CPA team
  • Living your faith with faith-aligned investment strategies
Meet The Team
Our Solutions

How We Help With Your Priorities

Vector Smart Object 2 e1726856601969

Tax Planning

Maximize savings and minimize tax liabilities with customized strategies for individuals and businesses.
Vector Smart Object 1 e1726856833378

Legal Services

Navigate complex legal matters with expert guidance on estate planning, business law, and asset protection.
Vector Smart Object 3 e1726856720808

Risk Mitigation

Protect your assets and wealth with proactive risk management solutions to safeguard your financial future.
Vector Smart Object e1726856870282

Business Advisory

Optimize your business performance with expert financial advice to support growth, efficiency, and sustainability.
Vector Smart Object 4 e1726856761699

Wealth Management

Grow and preserve your wealth through tailored investment strategies aligned with your unique goals.
Vector Smart Object0 e1726856923139

Faith-Aligned Investing

Align your investments with your values using strategies that reflect your ethical and religious principles.
Discover Our Services

Our Vision: A Clear Path to Financial Success

At Anchor Wealth, we believe in empowering values-driven, successful business owners & high-income earners to maximize wealth and minimize taxes while making meaningful contributions to their community and the world.

Learn How We Help
Why Anchor Wealth

Let's Work Together

We provide expert financial guidance and resources where they can be utilized most and a team of experts available for guidance.

Learn More
AdobeStock 231541379 Preview

Legal, Financial, & Business Consultants through our Virtual Family Office

add a pro
Add an Advance Planning Specialist to Your CPA Team
how we help businesses
Financial partners to help protect your business
Our Testimonials

What our Clients are saying

Michael R. Franklin, TN

Stacey is very diligent. He has a holistic approach to taxes, investments and alternative investment strategies.

Scott W. Cabo San Lucas, MX

Stacey is a great guy. He is caring and understanding. He takes the big picture into consideration and the guides you to what works.

Dwayne S. Hohenwald, TN

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.

Ready to take control of your financial future

Schedule your free consultation today and let us create a personalized strategy to help you achieve your goals.

Schedule A Consultation

From the Blog

Explore Our Financial Insights

Keep up with the latest financial insights and stay ahead of your future.

Anchor Wealth crafts personalized financial strategies to help business owners and high net worth individuals at every stage of the financial journey.

Anchor Wealth, powered by Optivise Advisory Services.

Quick Link

Services

Contact Us

Stay up to date

*** 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.

© 2024 Anchor Wealth. All rights reserved. Privacy Policy.

Financial Advisor Website Created by Hilltop Website Design.