Investment & Tax Planning Strategies as Unique as You Are

Wealth and asset protection.

How concerned are you about leaving a legacy? Protecting yourself from increases in death taxes? Being able to support your favorite charities and philanthropic causes?

Anchor Wealth believes that clients should take the least amount of risk to reach their financial goals. That’s why we examine multiple solutions to address your needs and remove as much risk as possible. Anchor Wealth recommends investments that align with your capacity for risk.

Smart retirement planning & investing.

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 offers smart tax and retirement planning strategies to build and protect income now and provide a comfortable retirement in the future. Going beyond planning for financial needs, Anchor Wealth uses proprietary planning tools, like our Quantitative Personalized Growth (QPG) Plan and Sequential Tax Reduction (STR) Plan to help you save money and discover new opportunities.

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.

Stacey is very diligent. He has a holistic approach to taxes, investments and alternative investment strategies.
Michael R., 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’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
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
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 am very grateful to Stacey. He helped me recover from a significant financial loss. He has become a friend.
Sharon W., Hendersonville, 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.