Broker Check

Meet the Team

Anthony A. Anzer

Founder & Senior Wealth Manager

513.492.9890

513-492-9890

anthony@anzerwpc.com

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 schedule, and as a fiduciary, provide investment recommendations that are in your best interests and review this plan as often as necessary.

For just less than three decades, I have helped clients address their financial concerns and dreams with proven strategies by focusing on each individual, family or business. I am driven by the satisfaction of knowing that I may play a significant role in helping my clients pursue their goals and see those dreams come true.

Experience

In 1992 Shearson Lehman hired and fundamentally trained me as a Financial Consultant. Three years later Merrill, Lynch, Pierce, Fenner, & Smith hired me. Shortly after that I achieved the Title of Senior Financial Advisor.

In November of 2007, as the Financial Crisis began to unfold, Wachovia Securities, a predecessor firm of Wells Fargo, offered me a position as an AVP/Investment Officer and I accepted. There I honed my Financial Planning skills.

In May of 2021, I founded ANZER WEALTH, to continue to serve Individuals, Families and Business Owners with their Wealth Planning and following that up with Financial counsel to help them pursue their goals and dreams.

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.