Experienced, reputable financial management.
At AnchorPoint Wealth Management we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to obtaining your financial goals.
Our independent approach allows us to offer clients the most suitable options to accomplish their financial goals without being constrained by proprietary products or corporate agendas. By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs.
About Cetera Advisors LLC
We are affiliated with Cetera Advisors, one of the premier broker-dealers in the industry. As our broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you. But their support for our relationship goes well beyond its function as trade executor. Our affiliation means that we are not held to a sales quota or tied to selling only proprietary products. We have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while Cetera Advisors’ network of people and resources help us pursue your unique goals and vision for the future.