Creating A Plan For You


At Anchor Wealth Management Group we provide objective financial advice to a broad array of clients. Our primary goal is first to understand our client’s needs. Whether you are an individual client, a non-profit organization, or a business, our goal is to design a plan that is customized and created especially for you to meet your financial goals and objectives. 

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, your advisors will thoroughly explain the investment strategies recommended, so that you’ll be fully comfortable with all aspects of your investment program. Every decision we make will focus on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, anchor service.

financial planning

  • Personal Financial Planning for Retirement Income
  • Small Business Retirement and Benefits Planning
  • Executive Compensation and Stock Options Strategies
  • Comprehensive Protection Planning
  • Estate Planning
  • Education Planning
  • Special Needs Planning


  • Mutual Funds
  • Exchange Traded Funds
  • Individual Equities
  • Fixed Income Products
  • Real Estate Investment Trusts
  • Oil & Gas Programs
  • Variable Annuities
  • Fixed & Index Annuities


  • Disability Income Insurance
  • Life Insurance
  • Business Insurance/Buy-Sell
  • Key Person Life Insurance
  • Long-Term Care Insurance
  • Property & Casualty Insurance*

*Provided by partner firm Casual Insurance Group