Welcome from our CEO
Get Started
In order to help you, we’ll need to know more about you and your financial goals.
01
Get in touch
The most effective way to begin is to either call or email us, or use our contact form.
02
Initial meeting
It allows us to become acquainted and determine if our service will be advantageous for you.
03
If you decide to proceed...
We schedule a second meeting, marking the beginning of the planning process…
MAXIMIZING LIFE BY
MAXIMIZING WEALTH.
Who We Are
What Makes Us Different
WHY WORK WITH A FINANCIAL ADVISOR?
Working with a financial advisor can provide valuable guidance and expertise. Advisors help navigate complex financial decisions, providing customized planning based on individual goals and risk tolerance. They offer objective insights and personalized support during market fluctuations, helping to manage risks, optimize taxes, develop retirement strategies, and plan estates. Through continuous monitoring, advisors ensure that financial plans adapt to your changing needs, aiming to give you more confidence and security in your financial future.
WHY CHOOSE ANKERSTAR WEALTH?
At Ankerstar Wealth, we take a different approach than traditional big-bank advisors who often handle hundreds of clients with minimal interaction. We leverage advanced fintech platforms such as AdvizorStack, Stratifi, and Black Diamond to create truly customized portfolios and focused financial plans. Our goal is to provide clear, concise plans that target your priorities, ensuring you feel informed and in control.
We check in with you at least quarterly, though we’re always available for any questions or updates you need along the way. Our commitment is to build a lasting relationship of trust, where your financial information is always accessible and we’re here to support you as you pursue your financial goals. Simply put, Ankerstar Wealth is dedicated to growing with you, not at your expense.
CEO
CIO
Operations Manager
Lead Financial Advisor
Portfolio Manager
Financial Advisor
Financial Advisor
Estate Lawyer
CPA
Client Services Associate
Operations Assistant
Marketing / Social Media
Taxes, fees, and limited diversification can have a significant impact on returns. Many overlook these factors, but we don’t.
