​The Key to Wealth Creation and Protection is Risk Mitigation

Centered on your life’s priorities

Family

Health

Wealth

Retirement

Faith

Community

Take our five-minute assessment to learn how Anchor Wealth can help you achieve your goals.

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
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
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
I’m very happy with all of Stacey's recommendations. His network of alliances is very good. He is genuinely interested in your welfare, not just trying to make a quick buck.
Dwayne S., Hohenwald, 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
We have been pleased with Stacey’s strategies and approach. He is personable. Down to earth and not pushy. He looks at a lot of different perspectives and gives you the option to make the best decision for your family. He will not push things on you.
Deborah G., Franklin, TN
You can tell Stacey has a genuine interest in helping us.
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

Get to know Anchor Wealth

Anchor Wealth caters to clients like you who want personal service and attention and unique, custom planning strategies. Connect with us for wealth growth and protection, tax and retirement planning and faith-aligned investment planning.

*** 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.