Our Company

OUR WEALTH MANAGEMENT COMPANIES

During the course of the planning process, we often use managed account portfolios to offer long term investments with risk management. We partner with Investment Advisors Asset Management, LLC, and Royal Alliance Associates, Inc. to provide wealth management services.

Investment Advisors Asset Management

Investment Advisors Asset Management, LLC is a Registered Investment Advisory Firm offering proprietary portfolios with principal offices located in Easton, Pennsylvania and West Long Branch, New Jersey. Investment Advisors Asset Management, LLC (IAAM) was founded in 2004 and has grown to a firm of more than 35 advisors across the country with over $425 million in assets under management. We have offices throughout Pennsylvania and New Jersey, as well as locations in Kansas, Alabama, and New York.

Click here for an IAAM Advisor Web Presentation

Royal Alliance Vision 2020 Wealth Management

Diversified Investment Solutions! This Investment Advisory platform offers a broad and deep selection of investment products, featuring Model Portfolios constructed and monitored by experienced money managers.

Vision2020 Wealth Management Royal Alliance


ROYAL ALLIANCE ASSOCIATES, INC.

Our Broker/Dealer

Anchor Wealth Strategies is proud to partner with Royal Alliance Associates, Inc. as our Broker/Dealer. They offer premier technologies, compliance, and solutions required to help support our company, all while allowing us to maintain the autonomy of an independent firm. Everything Royal Alliance offers is provided in accordance with what has been their trademark for a half-century: a unique and empowering culture, defined by relationships based on mutual trust, loyalty and integrity.


ROYAL ALLIANCE ASSOCIATE'S CLEARING FIRM

Our Brokerage Clearing Firm

If you have a brokerage account, you will see National Financial Services (NFS) on your statement. A division of Fidelity Investments, National Financial Services is the largest brokerage platform in the industry, with over $5 trillion in assets under administration. NFS provides clearing and custody services for all of our brokerage accounts, including all of our portfolios in the IAAM platform.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our Team

Years of experience have prepared us to guide you through your life transitions.

Learn more

Have a Question

Name
Email
Phone
Question
Thank you!
Oops!