Private Wealth Management
With A Client-Focused Approach
For two decades, Anchor Bay has helped clients attain financial security anchored by old-fashioned values
As an Independent Registered Advisory Firm, Anchor Bay Capital, Inc. is committed to helping our clients meet their financial goals with individualized strategies and warm, personalized service.
Our client-focused approach is based on the concepts and principles described in The Frugal Investor, a highly acclaimed book written by our founder, Scott Spiering.
From our headquarters office in Carlsbad, California, we offer financial management services for private wealth management as well as corporate and institutional clients. These services include:
- Asset Management
- Retirement Planning
- Business Succession Planning
- Risk Management
- Charitable Giving
- Socially Responsible Investing
Please read more about our company, our services and our commitment to you, and then Contact Us for a free consultation.
Toll-Free: 888-391-1950
Or email: info@anchorbaycapital.com
Anchor Bay Home | Location | Contact Us | Site Map
©Anchor Bay Capital, Inc. All Rights
Reserved