why US
Our Philosophy
WORKING WITH Anchor Wealth management GROUP
The answer lies in a philosophy that places a premium on smart, proactive management techniques, risk-based investment portfolios, and personalized attention. We focus on providing strategies, integrity, and independence to our clients. When you choose Anchor Wealth, you can receive all the advantages and benefits of:
CREDENTIALED & EXPERIENCED
Kasia A. Marczyk, Anchor Wealth Management Founder, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Practitioner and Chartered Retirement Planning Counselor (CRPC®) and Certified Financial Divorce Analyst (CDFA®) Mrs. Marczyk earned Bachelor Degrees in Economics and English Lit. from Rutgers State University of NJ.
Kasia was recognized in 2016 by Investment News as “Top 40 Under 40” in financial planning and has been quoted in the Palm Beach Post, Financial Planning Magazine, Financial-Planning.com and Investment News.
CUSTOMIZED, COMPREHENSIVE & LIFETIME RELEVANT
At Anchor our client relationships typically begin with Financial Planning. The goal is to organize your affairs and identify your needs so that you can achieve what is most important to you.
Financial planning is a process of bringing all the aspects of your financial life together from budgeting, to planning for retirement, evaluating your insurance and estate planning needs, managing your taxes and investments to determine how to meet your financial goals. All these areas are interlinked and should not be managed on a piecemeal basis, especially during the complex financial times we are facing.
You can do your own financial planning, but if you do not have the time, desire, or sufficient expertise in certain areas to actively plan and manage your financial affairs, working with an advisor will help you develop a strategy, and to stay on track.
Let us at Anchor help you get started to navigate your financial life!
Oversight
Accounts are custodied at National Financial Services LLC (“NFS”) member NYSE/SIPC which means you have full access to your account at any time and have the assurances of being insured by Securities Investor Protection Corporation (“SIPC”), information about SIPC coverage, including accessing the SIPC Brochure may be obtained by visiting their website at www.SIPC.org or by calling SIPC at (202) 371-8300. National Financial Services LLC, a Fidelity company, is one of the largest providers of brokerage services. As of June 30, 2010, NFS serviced 18.9 million accounts representing $1.7 trillion in assets. Securities in accounts carried by National Financial Services, LLC (NFS), a Fidelity Investments® company are protected in accordance with SIPC up to $500,000 protection for cash and securities to supplement its SIPC coverage.
SIMPLE, WELL-ORGANIZED, ACCESSIBLE
Your financial planner works to simplify and organize your accounts and documents, and coordinates all aspects of your financial life with your accountant and attorney.