Welcome to Anchor Wealth Strategies!
Anchor Wealth Strategies is a Fort Worth-based financial planning and wealth management firm helping individuals and families make informed financial decisions and plan for their futures. Founded by Judy Polak, CFP®, who has worked in the financial services industry since 2001, Anchor Wealth Strategies provides personalized financial planning, retirement planning, investment management, and guidance designed around each client’s individual goals and circumstances. Our team, including financial advisor Giovanni Blanchette, works with clients at different stages of their financial lives—from building and managing wealth to preparing for and transitioning into retirement. We help clients address important financial questions involving retirement income, investments, 401(k) and retirement accounts, Social Security, education planning, insurance, and legacy planning considerations. Based in Fort Worth, Texas, we serve clients throughout the Dallas-Fort Worth area, across Texas, and in other states where our financial professionals are appropriately registered. At Anchor Wealth Strategies, we believe financial planning is about more than investments. It’s about understanding where you are today, defining where you want to go, and creating a strategy designed to help you get there. Planning creates freedom.