Anchor Wealth Management Llc
Financial Service
Why pick this one
Anchor Wealth Management, founded in 2010, provides fee-based asset management and investment planning for individuals, trusts, and small businesses.
Best for
- Individuals seeking comprehensive financial planning
- Trusts needing asset management and investment planning
- Small businesses seeking investment planning
- Investors seeking goal-based portfolio allocation across 23 asset classes
- Clients planning for retirement, taxes, estate needs, and financial risk
Look elsewhere if
- Users seeking guaranteed investment returns, since the site discloses investment risk and possible loss of principal
- Users seeking transactional banking or direct loan services
Specialties
- Asset management
- Investment planning
- Goal-based investing
- Retirement planning
- Estate planning
- Tax planning
- Protection planning
- Cash reserve planning
Certifications
- Registered Investment Adviser
- California Insurance License #0D79570
What makes them different
- Founded in 2010
- Fee-based investment advisor
- Provides asset management and investment planning for individuals, trusts, and small businesses
- Develops asset-allocation portfolios across 23 investment classes
- Addresses six financial planning areas: cash reserve, protection, investment, tax, retirement, and estate planning
Distilled from this business's own website.
Contact & Location
- Address
- 508 Holly Hill Ln Ste 101, Burlington, NC 27215-5197
- Website
- http://anchorwealthmanagement.us
- tim.chen@anchorwealthmanagement.us
Services
- Comprehensive financial planning
- Investment management
- Portfolio construction
- Asset allocation
- Risk management