Anchor Wealth Management Group LLC

Anchor Wealth Management Group provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities, with services that include comprehensive and modular planning, retirement and distribution planning, business planning and special‑circumstances work. The firm also manages direct mutual fund portfolios through an American Funds service platform and offers investment consultations via an open‑architecture platform.

The firm typically begins client relationships with financial planning to document goals and risk tolerance, then implements tailored, discretionary investment programs using fundamental analysis, ongoing monitoring and periodic rebalancing. Accounts are reviewed at least quarterly (and more frequently as needed), and custody is maintained through a qualified custodian for most relationships while some mutual fund holdings are maintained via a transfer agent arrangement.

Noteworthy features include an unusually large asset and client load relative to peers — the firm reports over $230 million in assets under management while serving roughly 200 clients, which is rare among supported firms — and a practice focus that includes divorce financial analysis and business‑owner planning. The firm also discloses an affiliated insurance practice that occupies a small portion of adviser time and may result in commission‑based product recommendations, with related conflicts addressed through disclosure and fiduciary procedures.