A complete list of active advisors currently associated with Ankerstar Wealth, LLC

Warmer can help you find a great advisor at Ankerstar Wealth, LLC or one who fits your needs even better.

Ankerstar Wealth advises individual and high‑net‑worth clients with ongoing portfolio management and written financial planning across a broad set of investment types, including mutual funds, ETFs, fixed income, real estate funds, insurance products and venture capital interests. The firm offers discretionary portfolio management and prepares an Investment Policy Statement for each client, and it also provides participant account management for defined contribution plan accounts via a third‑party platform. The firm’s process is tailored around documented risk scores and model portfolios (using Riskalyze) and includes regular monitoring and rebalancing to keep accounts within contracted risk ranges. Its trading toolbox spans long‑ and short‑term strategies and explicitly includes options, short sales and margin transactions; the firm also uses derivatives and borrowing within separately managed accounts, which adds leverage and derivative‑specific risks to some client portfolios. Compared with many peer team firms, Ankerstar Wealth’s use of derivatives and margin inside managed accounts is a notable departure from more conservative team practices and is disclosed as part of its risk framework. The firm also distinguishes itself by managing held‑away participant accounts through a platform to avoid custody, by engaging disclosed outside business activities, and by using a third‑party service to monitor and file class‑action claims on behalf of clients.

To learn more about the advisors currently working at Ankerstar Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.