Globe & Anchor Wealth Management & Financial Planning, LLC

The firm advises individuals and high‑net‑worth individuals, providing discretionary portfolio management, financial planning and consulting, and access to third‑party money managers and separately managed accounts. It operates as a fiduciary and delivers ongoing monitoring, periodic rebalancing, and written financial plans or consultations on a one‑time or continuing basis.

Its investment process combines fundamental and technical analysis with strategic, tactical and core‑satellite asset allocation across stocks, bonds, mutual funds, ETFs and options. The firm employs third‑party sub‑advisors and model portfolios as needed, conducts manager due diligence, and performs at least annual reviews of client accounts.

Distinctive features include the use of derivatives (including options) within separately managed accounts — a practice that is uncommon among independent solo advisers — and a scope of planning services that extends to corporate tax and structure work, cost segregation studies and real‑estate analysis. The firm manages a modest client roster with relatively high assets per client, uses both traditional custodial relationships and an automated advisory platform, and generally holds client cash in conservative instruments for liquidity and fee processing.