Enhanced Services for High Net Worth Households and Complex Financial Situations
Anchor Bay Private Wealth serves clients with over $1 million in investable assets who will gain access to alternative investments, private markets, expanded planning solutions, philanthropy, and other additional services. Same team, same approach, same fee transparency.
Understanding Private Wealth
An Elevated Solution
Anchor Bay Private Wealth was established to provide accredited investors with solutions typically reserved for institutions. Technology has progressed allowing us to offer additional options that weren’t available just a few years ago.
Extended Capabilities
Access to Alternative Investment Structures
Private Wealth clients can access investment opportunities not available through standard advisory accounts.
Alternative & Private Investments
Access to private placements, private equity, and alternative investment structures typically available only through family offices.
Multi-Generational Wealth Planning
Coordinated planning across family generations with consideration for education funding and wealth transfer.
Complex Estate Strategies
Advanced planning techniques for wealth preservation and coordination.
Professional Fiduciary Services
Serving as trustee, executor, conservator, or power of attorney for complex estate situations.
Same Experience, Expanded Options
Everything Else About Working with Us Remains Unchanged
The only difference is access to additional investment structures when your situation requires them. You work with the same advisors, use the same client portals, and experience the same high-quality integrated approach to financial planning, investment management, tax preparation, and estate planning.
- Same team members and advisors
- Same integrated approach coordinating all services
- Same fee transparency with no surprise bills
- Same client portal access
- Same personal service and accessibility
Is Private Wealth
Right for You?
Anchor Bay Private Wealth typically serves clients who have substantial assets requiring sophisticated investment structures, need access to alternative investment opportunities, are navigating complex multi-generational wealth planning, or have business interests that benefit from expanded coordination.
What type of client benefits from Private Wealth services?
Private Wealth is designed for clients who have substantial assets requiring specialized investment structures, need access to alternative investment opportunities, are navigating complex multi-generational wealth planning, or have business interests that benefit from expanded coordination.
How is this different from your core wealth management services?
Private Wealth expands on our core offering with access to alternative investments, more intricate planning strategies, and deeper coordination between your business and personal finances. If your situation involves multiple entities, trusts, or significant business ownership, this level of service may be appropriate.
What does “substantial assets” actually mean?
We work with clients who have investable assets that require structures beyond traditional portfolios. During an initial conversation, we can determine whether Private Wealth capabilities align with your specific planning needs.
Do I need to be a current client to explore Private Wealth services?
No. We work with both existing clients whose needs have evolved and new clients who come to us with complex planning situations from the start.
Ready to discuss whether Private
Wealth is the right fit?
Let’s discuss whether these expanded capabilities might be relevant for your situation.