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Anthony A. Anzer

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 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.