Anchor Wealth Management, LLC

Anchor Wealth Management provides discretionary asset management and related investment advisory services to individuals (including high net worth clients) and to business entities. The firm manages roughly $98 million across about 105 client relationships and generally requires a $250,000 minimum account size for its asset management service.

The firm combines technical and fundamental analysis—charting, valuation metrics (P/E, PEG, ROE, D/E), analyst recommendations—and uses proprietary models to construct and monitor portfolios. Strategies range from long‑term buy-and-hold and asset allocation to shorter-term trading and dollar-cost-averaging, with investments across ETFs, individual equities, fixed income, REITs, alternatives, structured notes and variable annuities as appropriate to client objectives.

Compared with many solo independent advisers, this firm’s product mix notably includes structured products, alternative investments and variable annuities, and the principal is insurance-licensed and may receive commissions for insurance sales (a disclosed conflict the firm says it mitigates by recommending such products only when suitable). The combination of a relatively high account minimum, use of proprietary models, and active trading strategies distinguishes its service profile from peers that emphasize primarily passive or mutual fund–centric management.