Start Investing in Your Future. Schedule a Free Consultation Today.
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Start Investing in Your Future. Schedule a Free Consultation Today.
Let's Talk
At Anchor Wealth, our goal is to provide personalized financial solutions that protect your wealth, foster growth, and help you reach your long-term goals. Whether you need risk management, wealth growth strategies, or tax-efficient planning, we offer a comprehensive approach tailored to your needs.
Here are a few reasons why our clients work with us with their financial futures:
Holistic Financial Planning:
We offer a comprehensive approach, covering wealth management, tax planning, estate protection, risk mitigation, and more.
Personalized Strategies:
Every client receives a tailored plan that reflects their unique goals, values, and risk tolerance.
Faith-Aligned Investing:
Grow your wealth while aligning it with your personal values through our responsible investment options.
Virtual Family Office Access:
Get access to a team of experienced professionals in tax, legal, and financial fields, all working together to ensure the best outcome for you.
Utilizing the right tax strategy as a planning tool can reduce your out of pocket cost to pay those taxes by 20 to 50%.
Anchor Wealth guides you step by step to wealth and retirement success. We structure your plan to work best for you and your family. Our process is designed to simplify your financial journey and ensure you’re on track to achieve your goals. Here's how it works:
We start with a call to understand your financial needs and goals and what we offer.
We dive deeper into your financial situation, risk tolerance, and investment objectives.
Based on your unique profile, we create a customized financial plan.
We provide continuous support, adjust strategies as your needs change, and help ensure you stay on track.
Once you’re satisfied, we put the plan into action, carefully monitoring progress.
We meet to review your plan, answer any questions, and make adjustments as needed.
We’re here to help you navigate the complexities of wealth management, risk mitigation, and financial planning. Whether you're looking to protect your assets, grow your wealth, or secure your family’s future, Anchor Wealth provides the
experience/background/knowledge and personalized service you deserve.
During our initial consultation and follow-up, we’ll assess your financial situation then present our findings and recommend the services that best align with your goals.
Our Virtual Family Office gives you access to a team of tax, legal, and financial professionals who collaborate to create a holistic financial strategy. This comprehensive approach ensures all aspects of your financial life are managed efficiently, reducing the chance of missed opportunities.
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.
*** 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.
*** Optivise Advisory Services, LLC, d/b/a Anchor Wealth, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Anchor Wealth, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.
