Guiding You Forward to New Financial Opportunities
Meet Stacey Andres
Stacey Andres is a financial advisor based in Brentwood, TN. He works across the country helping his clients lay out clear objectives while identifying risks that prevent financial goals from becoming a reality. With this knowledge, Stacey creates a custom holistic individual blueprint that addresses each client’s most pressing concerns.
Stacey specializes in helping business owners and High Income/High Net Worth Families. He also acts as the Director of Advanced Planning for several CPA firms providing holistic planning for their best clients. He has been published by Forbes and has been recognized nationally for his best-selling book, The Waterfall Plan.
Working with a Virtual Office Team of experts allows Stacey and his clients to avoid the traditional planning trap where tax and legal strategists, financial specialists, and business consultants work independently, leading to missed opportunities.
Instead Stacey’s Virtual Family Office has one point of contact that co-ordinates all aspects of your plan, ensuring you get the best possible solutions.
Stacey has been married to his wife Michelle for 28 years and has three children, Theoron, Shaley and McKenna. In 2022 both his daughters got married.
A Better Way
Stacey got his first taste of the perils of investing when as a teenager he watched his father’s investment disappear when the fund he had invested in went bankrupt. His parents eventually recovered much of their lost savings but the need to protect wealth and income from risk, loss and excessive taxation remains with Stacey today. It led to the development of his unique planning system The Quantitative Personalized Growth System (QPG). QPG is a powerful overarching system that utilized and incorporates different financial planning tools and resources to move a client toward a position that helps them minimize their risk and maximize their wealth potential.
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.
*** 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.