The Key to Wealth Creation and Protection is Effective Financial Planning

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Stacey is a great guy. He is caring and understanding. He takes the big picture into consideration and the guides you to what works for you.
Scott W., San Jose del Cabo, Mexico
Stacey is very diligent. He has a holistic approach to taxes, investments and alternative investment strategies.
Michael R., Franklin, TN
You can tell Stacey has a genuine interest in helping us.
Scott W., San Jose del Cabo, Mexico
Stacey is someone you can trust. With his holistic approach, he gives you an angle that you are not getting from any other advisor.
Michael R., Franklin, TN
I am very grateful to Stacey. He helped me recover from a significant financial loss. He has become a friend.
Sharon W., Hendersonville, TN
When you sit down and talk with someone you want to feel they have your best interests at heart. I felt that way about Stacey. I liked his focus from a faith-based Christian standpoint. He makes you feel good about your investments, and that it is about you, not about the money.
Ted G., Franklin, TN
The financial world is full of misinformation. It is difficult to navigate. That’s why you need a guide. I was looking for an advisor to guide me, navigate for me and not lose my money. Stacey asks great questions and develops a strategy based on that.
Dwayne S., Hohenwald, TN
I really trust him because of the way he takes care of me. He works hard to protect my money for myself and my children.
Sharon W., Hendersonville, TN
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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.