Welcome to Anchor Wealth Strategies!

Thank you for stopping by. You probably arrived here because someone you know suggested that I may be of service. Proper financial planning should be an integral part of your life. Checking out financial advisors means you’ve taken an important step towards financial independence. You understand that pursuing your financial dreams may require expert help along the way.

I welcome you to take a few minutes to browse my site. Since 2001, my goal has been to provide real strategies and advice. I believe that investors do not have to take on huge amounts of risk to achieve reasonable rates of return.

This conservative style, along with a superior commitment to consumer education and service, led me to go out on my own as an independent financial advisor.  My practice is based in Texas, with clients throughout the DFW metroplex and in several other states. Experience has proven that by not tying myself to any one company and its products and services, I can objectively offer solutions that provide my clients with the greatest advantage to pursue their unique needs.

If you have any questions or would like to set up an appointment, please visit my contact page. Once again, thanks for visiting!

Our Services

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...
 

Insurance Planning

Insurance is essential to any comprehensive financial plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to work toward your...
 

Financial Planning

WHAT IS FINANCIAL PLANNING? Financial planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life. As an LPL Financial Advisor, I will work with you to create a plan that includes solid...
 

Investment Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by...

Anchor Wealth Strategies manages assets for individuals and families, providing investment management, and financial planning services.

Team

What sets us apart is that our advisors are completely independent, each offering a different approach to financial planning and wealth management. One thing that remains constant across the board is that we all seek to build long-term relationships with our clients.

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