As with any long journey, we begin wealth management planning with the end in mind. By understanding where you want to be when the journey ends, we are better able to chart the course. And while we can never predict all of the bumps and diversions, we can better prepare for them.
A 15-minute phone call to get to know you and understand your goals and challenges.
Teach
A one-hour complimentary review, tailored to your needs. Our advisors will educate you on your current investments and make recommendations to help you reach your goals.
Begin
When you agree to work with Anchor Wealth Management, we will work hand-in-hand to implement the plan we have agreed upon.
Stay
Stay the course. Our advisors work diligently to keep you accountable to your plan!
