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.

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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