Get Financially Fit with Our Team of Experts

Crafting Strategies for Your Unique Goals and Stages of Life

Protecting your wealth and leaving a legacy.

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Financial expertise for growing your business.

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Add an advance planning specialist to your CPA team.

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Living your faith with faith-aligned investment strategies.

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Proactive Planning for Your Future

Your financial world is complex. Our proactive planning platform and virtual family office experience is here to make it simple. We focus on three core areas: personal planning, business strategy and advanced tax planning.

How Can We Help with Your Priorities

Tax Planning

Risk Mitigation

Wealth Management

Legal Services

Business Advisory

Faith-Aligned Investing

Let’s Work Together

Big picture strategic planning customized for your unique situation.

Tap into an extensive network of expert advisors.

Comprehensive planning tools help reduce risk, grow wealth and support your business goals.

Get to Know Anchor Wealth

Anchor Wealth caters to high-net-worth clients and business owners like you who want personal service and attention and unique, custom planning strategies. Connect with us through our virtual family office for tax planning, wealth management, business advisory and legal services and faith aligned investing.

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*** 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.