Secure Your Future with a Team of Expert Advisors

Wealth and Asset Protection

Did you know that high income earners like you typically lose $20,000 to $40,000 a year in missed investment opportunities? Are you sure your current investment advisor has your best interests at heart? Are you concerned about paying too much in taxes? Anchor Wealth’s team of financial and tax experts will help you replace complexity with clarity, giving you more time to pursue your interests and goals.

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Keep More of What You Earn

You are a business builder with deep experience in your products and services. You deserve the success and prosperity you have worked so hard to obtain. You also deserve a financial partner who will protect that income from unnecessary taxation.

That person may not be your CPA. When was the last time your tax professional brought you a strategy that significantly reduced your taxes?

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Add an Advance Planning Specialist to your CPA team

Ever wonder what the impact would be on your practice and personal life if you could reduce your workload by 50% while increasing the value of your client service?

You can stop wondering and start taking your practice to the next level.

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Invest with Your Head and Your Heart

Considering ways to live out your faith with your investment decisions? Anchor Wealth’s faith-aligned business principles guide you in choosing only those investments that align with your values and principles. Our clients are people like you who have worked hard, earned a good living and now want to give back in accordance with their faith. But it takes a lot of research to make sure the company you are investing in shares your values. We do the due diligence for you so you can rest assured you are only sharing in the prosperity of those firms you can believe in.

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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
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’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
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
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
I am very grateful to Stacey. He helped me recover from a significant financial loss. He has become a friend.
Sharon W., Hendersonville, 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

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.