Anchor Wealth Management is backed by two of the world’s most prestigious investment firms.
FIDELITY INVESTMENTS
Fidelity is one of the world’s largest financial custodians. With nearly $3.2 trillion in assets under management, they provide Anchor Wealth clients with the strength and security of a large financial firm.
CAMBRIDGE INVESTMENT RESEARCH
Cambridge provides the proven safeguard for Anchor clients. Their investment and research capabilities mean Anchor clients receive the most current and informed investment advice.
Why Does Independent Matter?
Anchor Wealth Management is an independent financial services firm. Independent, privately controlled financial firms allow their advisors to offer non-proprietary products to their clients. The ability to offer a wide variety of solutions allows us to create comprehensive financial plans tailored to meet your individual needs.
Anchor Wealth Management brings together independent firm customer service with large firm strength and security to provide the best of both to those we serve.
Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Cambridge and Anchor Wealth Management are not affiliated.
EVEN IN A SAFE HARBOR, A SHIP NEEDS AN ANCHOR
A comprehensive financial plan should answer these three questions:
When can I achieve financial independence?
(work because you choose to, not because you have to.)
Will I run out of money in retirement?
What rate of return do I need to earn on my money to meet my goals?
MEET ANCHOR WEALTH MANAGEMENT
Anchor Wealth Management is a relationship-driven, holistic financial services firm that helps clients answer these questions by providing a comprehensive financial plan that is focused on the goals of our clients and their lifestyle.
As an independent financial services firm, Anchor Wealth has the ability to customize each comprehensive financial plan to the unique needs of our clients. We have access to more tools to help our clients achieve their financial goals.
IT STARTS WITH UNDERSTANDING
Anchor Wealth advisors get to know you because we want to understand the purpose behind your money. Then create a comprehensive financial plan that uses your money’s performance to achieve that purpose.
WE ARE ADVISORS AND EDUCATORS
80% of financial success is client behavior. We build comprehensive financial plans that match your lifestyle. Even better, they are plans that you can understand! Under our managed planning framework, our advisors deliver exceptional service, hands-on. That means we’re able to remain focused on the long-term success of our clients instead of just individual transactions. Our model provides an easy-to-understand plan with accountability that empowers you to reach the goals you set.
CHART YOUR COURSE TO FINANCIAL INDEPENDENCE
ROCKFORD OFFICE:
4949 Harrison Ave. Ste. 110
Rockford, IL 61108
P: 815-201-5011 | F: 815-201-5013
E: Info@Anchorwm.com
LANARK OFFICE:
126 N. Broad St.
Lanark, IL 61046
P: 815-201-5011 | F: 815-201-5012
E: Info@Anchorwm.com