OUR MISSION

Our mission is to help people achieve a fulfilled life by getting the financial advice they need, in the manner they desire. When our clients reflect back on their relationship with Anchor Bay, we want them to feel that we have provided the guidance to help them maximize their financial potential while getting the most out of their journey through life. Doing what is right, and doing it with integrity, is at the heart of every decision we make.

OUR PHILOSOPHY

While we have our roots in investment management, we are first and foremost a comprehensive financial planning firm. We believe that financial planning is more than just numbers, and we cannot do the best job for our clients unless we combine the “math” with the “person” to help our clients achieve their goals and dreams. We use our unique financial life management process to help you safely navigate through all of your important life events.

We believe in working as a fiduciary in all our client relationships and put the needs of our clients ahead of the firm’s. In addition, we feel that by keeping all of our financial planning and investment management services in-house, we are able to better meet your goals, reduce risk, minimize volatility, and lower costs. This approach helps us not to not only maximize your return on investment, but maximize your return on life.