Our Office in Carlsbad, CA

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

 

Contact Information: Phone toll free 888-391-1950 or call 760-602-3470  Email info@anchorbaycapital.com
5780 Fleet Street, Suite 308, Carlsbad, CA 92008

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