Financial Advisors in Rockford
Offering Financial Planning, Investment Planning & Long-Term Care & Life Insurance
Charting Your Financial Future
The financial advisors at Anchor Wealth Management take your financial future very seriously. We are passionate about helping you understand your options when it comes to wealth management and charting you a course to get there. We work in collaboration with you, using all of our available resources so that you can have an abundant life. We nurture your financial journey, encouraging you at every step. Our financial advisors strive for excellence at every turn, infusing an optimism into every decision.
Anchor Wealth Management in Rockford is a financial advisory firm that helps people chart their journeys to their destination with regards to their finances. We help set the steps in place in order to reach those goals, and we do our best to make sure you meet them. Fueled with honesty, hope, and passion, your success is what matters. Call our team for a free consultation today!
FINANCIAL SERVICES WE OFFER IN ROCKFORD
- Financial planning
- Investment planning
- Retirement planning
- Long-term care planning
- Life insurance
FINANCIAL PLANNING
You can think of financial planning as the anchor in your journey. It's an all-encompassing process of sitting down with you at our Rockford office to discover what your financial goals are. Once your goals are expressed, our financial advisors then set a plan for your success. With on-going input from our clients, your financial plan will lead you in the right direction.
INVESTMENT PLANNING
Investment planning is similar to financial planning in the fact that the goals are the same. However, investment planning focuses more on the tools that are used to meet your financial goals. These include estate planning, retirement investments, such as 401(k), small business retirement planning, and college planning.
LIFE INSURANCE AND LONG-TERM CARE
Getting older is a fact of life, and you need to plan for it in order to still lead your best life possible after you retire. There are many retirement tools we use, such as life insurance and long-term care insurance, in order to help ensure you are prepared for your golden years.
Anchor Wealth Management — Rockford
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 fiduciaries collectively manage more than $140 million in assets. Adam is a SmartVestor Pro 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.”
Check the background of this investment professional on FINRA’s BrokerCheck
Adam Ludwig
OWNER / WEALTH ADVISOR
Background/Experience:
Michelle has over 26 years’ experience in portfolio management and security selection, along with 8 years of tax experience in the life insurance industry and has earned the right to use the Accredited Fiduciary Investment Manager (AFIM) designation.
Michelle wants you to know:
A crucial component of your unique financial journey is the time value of money. Start your investment plan early, add to it regularly, and reap the rewards!
Fun fact:
I like to live life with a “glass half full” philosophy. Focusing on the positive allows your mind to be freely open to the endless possibilities every new day brings. I am also a firm believer that ice cream is an essential food group!
I am here to help you achieve your dreams, both the ones you know of today and the future ones you have yet to visualize.
Michelle Boisvert, AFIM
SR. WEALTH ADVISOR
Background/Experience:
Chris has worked in the financial services industry for the past 20 years. His designation, Certified Trust and Fiduciary Advisor, has allowed him to work with high-net-worth families for the past 6 years.
Chris wants you to know:
My mind never stops. I’m always thinking of ways to improve my client’s financial health and help them reach their financial goals.
Fun fact:
I love to travel and experience new places. I’ve had the opportunity to visit the Greek Isles, Bora Bora, Hawaii, Europe, and numerous Caribbean islands!
I am grateful for the opportunity to meet new people, to learn about their lives, to understand what they want out of life, and to help them get to where they want to be.Check the background of this investment professional on FINRA’s BrokerCheck
Chris Perry, CFP®, CTFA
WEALTH ADVISOR
CHOOSE OUR ROCKFORD FINANCIAL ADVISORS TODAY
Anchor Wealth Management is proud to offer our financial services in the Rockford area. Our financial advisors bring years of experience to the table. With a diverse background and heart for people, our mission is to have life-long clients whom we help stay the course with regards to their financial future. We work diligently to help you every step of the way with retirement planning, getting out of debt, or saving for college. We hold ourselves to the highest standards to keep you accountable and make progress. When you set a course with us, we'll ensure you reach your destination. Begin your journey, and contact us for a free consultation today!