Broker Check

Anthony A. Anzer

Founder & Senior Wealth Manager



Focus My focus has always been your financial success. Our goal is to relieve you of the stresses that come with daily and year to year management of your financial lives. We will sit down and develop a sound plan, a communication...

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Client Centered

Client Centered

Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us supporting our business. They also strengthen our relationship with you by providing the resources we need to offer superior service. We'd like you to know more about these organizations and why we’ve chosen to work with them.

Our Values

Our Values

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

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