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Concept of Wealth Management Services:

What is Wealth Management? It's more than investing in the stock market, commodities or even bank CDs. It is a plan created, along with a trusted advisor, to insure that you are optimizing your resources in a wise and efficient manner. Wealth Management takes a holistic approach to incorporate personal goals with Investment planning, risk management, estate planning, and beyond. Using experience and technology, AnchorPoint's advisors can help you capitalize on your dreams of becoming financially confident.

The essence of comprehensive wealth management is captured in the Venn diagram below. The three major areas of investment planning, advanced planning and life planning, all come together in a central overlap that is true wealth management.

Investment Planning

  • Investment portfolio management.
  • Performance reporting.
  • Cash flow modeling.
  • Asset accumulation strategies.
  • Retirement income planning.
  • Account aggregation.
  • Life event funding goals.

Advanced Planning

  • Estate planning coordination.
  • Tax planning coordination.
  • Business and succession planning.
  • Risk mitigation.

Life Planning

  • Inter-generational needs-based planning.
  • Planning for special needs children.
  • Advice regarding large purchases.
  • Life re-direction issues.
  • Creating philanthropic opportunities.

We feel that true comprehensive wealth management incorporates the above ideas and provides the greatest opportunity for financial success. However, some of our clients feel that they only need our guidance in one or two defined areas, such as investment planning and/or insurance planning. We are glad to work with you however best helps you accomplish your goals.