Anchor & Oak Wealth Advisors, LLC

Anchor & Oak Wealth Advisors is a registered investment advisor based in Marco Island, Florida. The firm offers discretionary portfolio management, where its professionals make investment decisions on behalf of clients using model portfolios or third-party money managers. In addition to managing investments, Anchor & Oak Wealth Advisors provides flexible financial planning services covering retirement, taxes, estate planning, budgeting, and insurance. Clients can choose standalone financial planning or combine it with portfolio management. The firm also provides pension consulting services for employee benefit plans. Anchor & Oak Wealth Advisors tailors its strategies to each client's specific financial situation, risk tolerance, and time horizon.