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EVEN IN A SAFE HARBOR A SHIP NEEDS AN ANCHOR

Chart Your Financial Course Today

 
 
 
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FINANCIAL PLANNING
 

We build robust financial plans to help you achieve your goals and ensure you will not outlive your money. 

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INVESTMENTS
 

 As an independent financial advisor, we provide planning for 401k’s, college, retirement, trusts and estates.

LIFE INSURANCE
 

We provide comprehensive analysis and recommendations to protect your family and your wealth.

Attend our next live event!

 
 
 

ANCHOR WEALTH MANAGEMENT VALUES INTEGRITY, KINDNESS, AND DOING RIGHT BY PEOPLE.

Since 2005, Anchor Wealth Management has helped clients navigate the uncertain financial waters ahead.
We begin with the end in mind and find ways to make your current reality create your ideal future.
We have offices in Lanark and Rockford.


Adam Ludwig | Anchor Wealth Management | Illinois

Adam Ludwig

Owner / Financial Advisor

Background/Experience: 

Adam began his career as a financial advisor 10 years ago, calling on friends and family from his parent’s basement. Today Anchor Wealth Management works with more than 800 families and businesses, and the advisors collectively manage more than $140 million in assets. Adam is an Endorsed Local Provider through the Dave Ramsey Organization.

Adam wants you to know:  
Financial freedom is 80% client behavior.

Fun fact: 
Adam once ranked 50th in the nation in fantasy golf (out of millions).

I AM A TEACHER AT HEART.

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Jessie Caswell

OFFICE ASSISTANT

Background/Experience: 
Jessie came from an Auto and Home Insurance background, but has eagerly jumped into the financial industry!

Jessie wants you to know:  
Her favorite Dave Ramsey quote: “Live like no one else today, so you can live like no one else tomorrow.”

Fun Fact: 
AAs Jessie’s education suggests, she is an artist.  She loves to draw and paint, but the phrase “starving artist” was coined for a reason, so she instead dove into two industries (insurance and finances) which appeal greatly to her love of logic and reason.

I AM CONSTANTLY LEARNING, GROWING, AND CHALLENGING MYSELF IN ORDER TO LIVE LIFE TO THE FULLEST!

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Wendy Dietmeier

CLIENT RELATIONSHIP MANAGER

Background/Experience:  
Over 30 years of experience in the financial service industry.

Wendy wants you to know:  
Being happy doesn’t mean everything is perfect.  It means you’ve decided to look beyond the imperfections.

Fun fact:    
Wendy is easily entertained.  By herself, she enjoys a good book or paper crafting. She also enjoys simple times spent with family and friends.  A potluck, a game of cards or a board game, a bonfire or a camping trip will always be perfect ways to spend her time.

I am a daughter, a sister, a wife, a mother, and an employee. I am busy. I am blessed.

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Dan Leonard, CFA

Lead Planner and Trading Associate 

Background/Experience: 
Dan has over 15 years of financial services industry experience and has earned the right to use the Chartered Financial Analyst (CFA) designation. 

Dan wants you to know:  
Savings is the fuel of any retirement plan. The ability to spend less than you make will have a greater impact than almost any other factor.

Fun Fact: 
Dan loves being outside. On weekends you can find him weeding his garden or cooking on his grill and smoker.

I AM HERE TO MAKE A POSITIVE DIFFERENCE. MY MISSION IS TO HELP OTHERS GAIN FREEDOM AND GROW THEIR WEALTH.

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Rianna Caswell, FPQP

PARA PLANNER 

Background/Experience: 
Rianna previously worked in music administration for two years at a college in Wisconsin, and teaches piano, cello, and chamber music currently to about 15 students around her scheduled working hours at Anchor. 

Rianna wants you to know:  
The best things in life aren't things.

Fun Fact: 
Rianna grew up with six sisters and one brother. She has flown an airplane and has never been able to whistle.

I AM DETAILED-ORIENTED, ORGANIZED, AND COMPETITIVE. I SURPRISE MY FRIENDS BY WANTING TO TRY NEW, EXCITING, OR DIFFERENT THINGS.

Katie Ludwig

Director of Marketing &                  Client Education

Background/Experience: 
Katie served as a Registered Nurse for seven years before coming to work alongside her husband, Adam, as an office assistant. This provides them with flexibility and a work/life balance for them and their three children.

Katie wants you to know:
She wants what’s best for YOU and the legacy you will leave behind for your family.

Fun fact: 
Katie is a children's worship leader despite the fact that she can’t carry a tune. She just loves to dance!

I AM A BELIEVER. I BELIEVE THAT UNIMAGINABLE RESULTS COME THROUGH OUR OWN SHORTCOMINGS AND WEAKNESS. IN LIFE THIS REQUIRES FAITH, IN FINANCES THIS REQUIRES SUPPORT.
 

HOW WE WORK

As with any long journey, we begin wealth management planning with the end in mind. By understanding where you want to be when the journey ends, we are better able to chart the course. And while we can never predict all of the bumps and diversions, we can better prepare for them.

 
 

#1. LEARN
 

We begin with a 15-minute phone call to get to know you and understand your goals and challenges.

#2. Teach
 

The next step is a one-hour complimentary review, tailored to your situation. During the review, our advisors will educate you on your current investments and make recommendations to help you reach your goals.

#3. BEGIN
 

When you agree to work with Anchor Wealth Management, we will work hand-in-hand to implement the plan we have agreed upon.

#4. STAY


Stay the course. Our advisors work diligently to keep you accountable to the plan we have agreed upon.

 

CONTACT

Lanark Office: 126 N. Broad St., Lanark, IL 61046

Phone: 815-201-5011

Email: info@anchorwm.com

Fax: 815-201-5012
 

*Rockford Office: 

4949 Harrison Ave. Ste. 110 Rockford, IL 61108

*By Appointment Only