Align your investments with your values

Invest with a purpose. Invest for a cause.

Anchor Wealth works with you to ensure your investments support your faith-based values and philanthropic goals and mission:

  • Risk mitigation strategies
  • Tax planning
  • Estate and legacy design
  • Asset protection and risk management

First we listen. Then we act.

It Works Like This

  1. We get to know you, your family, your risk tolerance, your investment philosophy, your goals.
  2. We dive into the details with our online assessment tools.
  3. If you like our ideas, we sign an agreement to work together.
  4. We then provide a comprehensive report of our analysis, findings and recommendations.
  5. We review your options and guide you through the decision process, acting on your wishes. 

Financial planning tools customized for you

  1. Advisorciq – A simple tool used for higher income and higher net worth clients to diagnose from a high-level potential areas of risk that may need to be addressed. This takes 5 to 7 minutes to complete.
  2. LifeArcPlan – Comprehensive, in-depth financial planning guide assessment software utilizing the “Info Right Process” which helps us understand and quantify required risk to ensure your priorities are met and addressed.
  3. The Quantitative Personalized Growth System (QPG) is a powerful overarching system that utilized and incorporates different financial planning tools and resources including STR to move a client toward a position that helps them minimize their risk and maximize their wealth potential.
  4. Sequential Tax Reduction (STR) plan incorporates multiple tax planning strategies that when used together offer clients the best chance to significantly reduce taxes and increase cashflow.
  5. eVALUEator Biblically Responsible Investing screening tool to highlighted where and how clients’ portfolios are currently invested and how to change them to more ethically and morally aligned investments as needed.
You can tell Stacey has a genuine interest in helping us.
Scott W., San Jose del Cabo, Mexico
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 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
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
Stacey is very diligent. He has a holistic approach to taxes, investments and alternative investment strategies.
Michael R., Franklin, 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
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

Ready to experience better financial planning?

Start with our five to seven-minute financial assessment:

*** 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.