Meet Our Team
Your dedicated home office that supports you in day-to-day matters.
Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.
Client Relationship Lead
Proactive Facilitator
Your dedicated home office that supports you in day-to-day matters.
Life Insurance Solutions
Workers’ Compensation Premium Recovery and Workers’ Compensation Consulting Services
Tax Mitigation Specialist using Solar Investment Strategies
Employee Benefits,Personal and Commercial Insurance
Research and Development Tax Credits
Leveraged Deductions
Trust and Estate Settlement
Customized Business Owner Benefit Plans and Employee Retention Plans
Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies
EAT/Secura Disability Insurance Specialist
Section 105 Voluntary Group Benefits Plans
National Cost Reduction Consultant, specializing in Employee Group Healthcare
Private Reinsurance Specialist
Tax Mitigation, Oil & Gas
Business Exit Planning & Certified Business Valuation
Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn
Sales Tactics Coach
Certified College Funding Specialist
Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)
Charitable Gift Financing / Advanced Pension Plans
Business Financing Specialist
Technology and Cyber Security Specialist
Employee Benefits Specialist
Tax Resolution Specialist
Advanced Qualified Plans
Estate Planning ($0 to $5m)
Tax Mitigation - Leveraged Deductions
Advanced Tax and Estate Planning
Business Growth Consultant
Premium Financing (Min $2.5 Million Net Worth)
Captive Insurance Companies
Business Exit Planning
Advanced Tax and Estate Planning
Software Services (Tax Review System)
Leadership, Cultural and Business Growth Expert
Cost remediation specialist for businesses and business owner’s personal expenses.
Tax Mitigation Specialist using Solar Investment Strategies
Cost Segregation
Charitable and Legacy Planning Specialist
Advisor Growth Coach
Cost Remediation - Property Tax Reduction and Economic Incentives
ESOP Expert
Outsourced Bookkeeping, CFO and Tax Professionals
Individual and Business Tax Mitigation Specialist
Premium Financing - Premium Funding (Min $10 Million Net Worth)
Outsourced Payroll and HR
Tax Incentives for Export Businesses
Estate Planning Specialist (Estates $0 to $5m)
Business Valuation (BizEquity)
Disability Insurance Specialist - Provider of DI Planning Software
1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds
Merchant Processing Specialist - Credit Cards and ACH
Client Business Advisory
Advanced Tax and Estate Planning
Outsourced CFO Specialist
Tax Mitigation, Oil & Gas Developmental Drilling Programs
Fractional CFO/bookkeeping using Automation/AI
Employee Retention Credits & Research and Development Tax Credits
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.