Your Financial Life
Fully Coordinated
Personal service where everything is working together, the way it should.
We Are Anchor Bay.
Where your financial plan, investments, taxes, and estate coordinate together as one unified system. We’ve served Southern California for over two decades by doing something simple yet unique – bringing all financial services under one roof.
Explore our step-by-step Anchor Bay Experience and see how easy it can be to achieve your financial goals.
At Anchor Bay, coordination isn’t an afterthought.
It is essential. Your portfolio manager sees exactly what your tax and financial planner sees. When all your financial services work from the same information, you benefit from better decisions and real clarity.
Built on trust,
evolved over time.
Anchor Bay started with a simple premise: what you don’t lose, you get to keep. What began as one advisor’s commitment has grown into a multi-disciplined practice serving Southern California and clients nationwide.
Our Services
All of your financial life,
one coordinated team.
We handle investment management, financial planning, tax preparation, and estate planning coordination as connected parts of your financial life—not isolated services.
Financial Planning
Guiding you through all stages of your financial life – earning, saving, retiring and leaving a legacy.
Investment Management
In-house portfolio design tailored to your planning and investment needs.
Tax Preparation & Planning
Year-round coordination that helps save on taxes now and in the future.
Trust and Estate Planning
Developing your estate plan, including necessary documents, to reflect your legacy and philanthropic intentions.
Is Anchor Bay Right for You?
The clients we’re
built to serve.
We work best with people who have saved in excess of $500,000 and need more than disconnected advice – they need coordination across investments, tax, and planning.
We have experience working with clients in various stages of life.
Retirees and Pre-retirees
Navigating the shift from accumulation to income.
People in Transition
Divorce, career changes, relocation, or recent loss of a spouse.
Business Owners
Coordinating personal and business finances, planning exits, or seeking tax-efficient strategies.
Working Professionals
Managing competing priorities like home purchases, retirement savings, and equity compensation.
Wealth Transitions
Inheritances, windfalls, or sudden financial responsibility.
What Sets Us Apart
Personal service
you’ll appreciate.
At Anchor Bay, serving as a fiduciary is just the beginning – we take it a step further. When you call, a real person answers. It’s the clarity you get. It’s knowing your investments, taxes, and planning are managed by people who will always act in your best interest.
True Coordination
We take a team approach – your dedicated team includes a portfolio manager, tax preparer, financial planner and client service manager all under one roof – not separate professionals.
One Transparent Fee
One fee includes financial planning, investment management, tax preparation and estate planning.
Frugal Approach
A focus on minimizing costs by avoiding high investment expenses, reducing taxes, managing downside risk, and having one bundled fee for all services.
