Serving Your Interests. Supporting Your Goals.

Anchor Wealth uses a proactive planning process and virtual family office team to support high net worth individuals and business owners with tax planning, risk mitigation, wealth management, legal services, business advisory services and faith aligned investing.

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Our process guides you step by step to wealth and business asset protection and growth.

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Tap into an extensive network of expert advisors.

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Customized investment, tax and retirement services.

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Comprehensive planning tools help reduce risk, grow wealth and align investments with your faith and values.

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Stacey is very diligent. He has a holistic approach to taxes, investments and alternative investment strategies.
Michael R., Franklin, TN
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
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
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
You can tell Stacey has a genuine interest in helping us.
Scott W., San Jose del Cabo, Mexico
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

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.