financial services in west palm beach, florida
anchor wealth management group
Anchor Wealth Management Group is an independent financial services firm — not owned or operated by a brokerage, bank, or insurance company. We have grown with the support of our clients over the last few years. The firm was incorporated by our founder, Kasia A. Marczyk CFP® in late 2009.
We based our investment philosophy on our belief that the most critical investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances, and risk-taking capacity. We offer advisory services and a vast suite of financial products that are geared to help our clients seek financial success.
Anchor Wealth Management Group is located in the heart of Downtown West Palm Beach, FL in the Guaranty Building. We help clients throughout the United States.