What We Deliver
Comprehensive financial services,
fully coordinated.
Each practice area connects to the others because we built our firm around integration, not isolated services.
Investment Management
We build and manage portfolios using individual stocks and bonds, combined with ETFs when appropriate. Our investment philosophy emphasizes protection over performance—managing downside risk while capturing reasonable growth. Your portfolio management is never outsourced but is tailored to your financial goals and objectives.
- Individual portfolios across all account types:
- Taxable accounts (trust, individual, joint, brokerage)
- Retirement accounts (IRA, Roth IRA)
- Employer-sponsored plans (401(k), 403(b), 457(b), TSP, SEP, SIMPLE, Solo 401(k))
- Corporate, Foundation & Endowment asset management and advisory
- Workplace retirement plan advisory:
- 3(38) and 3(21) fiduciary support
- Access to alternative and private investments through Anchor Bay Private Wealth
- Integrated with your tax and financial planning strategy
Financial Planning
Comprehensive planning covering all aspects of your financial life, such as retirement income, Social Security, healthcare, legacy, and major purchase decisions. Planning integrates with your tax situation and investment strategy because we handle it all.
- Cash flow planning and debt reduction
- Retirement income strategies
- Risk management and insurance review
- Employee benefits and equity compensation
- College funding strategies
- Divorce and elder care planning
- Real estate planning
- Social Security and Medicare optimization
- Integrated with your tax and investment strategy
Estate Planning Coordination
We partner with attorneys and document preparation services to ensure you have the proper wills, trusts and other documents in place. Through regular reviews, we make sure your plan is up-to-date and reflects your actual intentions.
- Wills, trusts, powers of attorney, and healthcare directives
- Coordination with attorneys and document specialists
- Estate administration support when needed
- Trustee, executor, and fiduciary services
- Notary services
- Ongoing reviews to keep your plan up to date
- Integrated with your tax and investment strategy
Tax Preparation & Planning
Our philosophy of keeping more of what you earn is reflected in our year-round tax services. We help individuals, businesses, estates, and trusts save on taxes both now and in the future. Tax planning drives investment decisions—we make portfolio changes with full knowledge of tax consequences, not months later when it’s too late to adjust.
Private Wealth Extended Services
Clients with considerable assets under management through Anchor Bay Private Wealth receive extended planning and specialized services including business succession planning, complex estate strategies, and enhanced coordination for multi-generational wealth.
Common Problems
We Help Solve
Clients come to us with complex financial situations or during major life transitions. We are here to provide simplified, coordinated solutions. Here are a few common challenges our clients face.
Cost Savings is a Priority
What you don’t spend,
you get to keep.
Across our complete service offering, we strive to limit costs wherever possible. Our investment strategies avoid expensive mutual funds and focus on managing downside risk. Continuous tax planning helps to reduce your tax bill both now and in the future. Thoughtful financial planning can allow your money to go further.
