Anchored Wealth

Anchored Wealth provides discretionary portfolio management and fee-based financial planning to individuals, families, high-net-worth clients, trusts, estates, private business owners, corporations, and charitable organizations. Services include ongoing wealth management, selection and monitoring of third-party sub‑advisors, and tailored portfolio management within 529 plans and advisory variable universal life and annuity sub‑accounts.

The firm applies Modern Portfolio Theory and a blended research approach that incorporates fundamental, technical, charting, and cyclical analysis to construct portfolios across cash, equities, fixed income, mutual funds, ETFs (including liquid-alternative ETFs), options strategies, and alternative investments. It implements both long- and short‑term strategies, may use option writing and leverage, and retains discretion while offering periodic reviews and reporting via third‑party custodial and data‑aggregation platforms.

Noteworthy features for a small, recently formed independent adviser include explicit management of 529 plan investment choices and ongoing reallocation within annuity and VUL sub‑accounts, plus use of ETFs that can provide commodity and bitcoin exposure—services that are less common among peers of this size. The firm also discloses that the principal has prior private‑banking and wealth‑management experience, relies on Schwab custody and third‑party technology, and is a licensed insurance producer (which can generate commission‑based conflicts disclosed in the brochure).