Anchored in Trust. Focused on your Future.

Tax-efficient wealth planning for business owners and families with real complexity.

We help you preserve and grow what you have built, with tax strategy at the center of every decision and your entire financial life working as one plan.

Start a conversation See how we work

A conversation, not a pitch. It costs you an hour.

Independent firm · Fiduciary standard · Securities through Arete Wealth Management, Member FINRA/SIPC

Check the background of this firm on FINRA's BrokerCheck.

Who we serve

Which of these is you?

We work with people whose finances have outgrown simple answers.

Business owners near a sale

You are approaching the biggest transaction of your life, and it comes down to two questions: how do I handle the taxes on the sale, and what do I do with the proceeds so that working becomes a choice?

High-income professionals

You earn well, and taxes have quietly become one of your largest annual expenses. You are ready for strategy that works as hard as your income does, not a portfolio on autopilot.

Multi-generational families

You want wealth to reach the next generation tax-efficiently, in the right vehicles, and you want your heirs to have a trusted place to turn when it does.

Ready for one team

Your investments, taxes, insurance, and estate plan each have someone on them, but nobody is running the whole play. You want one team accountable for the whole picture.

See if we are a fit

What we do

Four disciplines. One plan.

Wealth at your level runs on four disciplines: investments, taxes, insurance, and estate. Each one affects the other three, so we manage them as one plan.

Investments

Portfolio management plus private-market access: real estate, energy, private equity, and venture capital, for investors who qualify.

Taxes

Tax strategy that works alongside your CPA, so the plan and the return tell the same story.

Insurance

Where insurance fits in a plan, and where it does not. Recommended only after analysis.

Estate

Moving wealth to the next generation with the right structure, the right timing, and a family that is ready for it.

Why independent

Independent in every decision.

Anchored Wealth Advisors is an independent firm held to a fiduciary standard. We choose strategies and partners based on one thing: what fits your plan.

Behind us is Arete Wealth. They support our operations, compliance, due diligence, and technology. That partnership gives a focused team like ours the reach of an institutional firm: the service, the diligence, and the access.

Securities offered through Arete Wealth Management, LLC, Member FINRA/SIPC. Investment advisory services offered through Arete Wealth Advisors, LLC, an SEC-registered investment advisory firm.

How we work

The first meeting costs you nothing but an hour.

No pitch deck, no pressure. A first meeting with our team is a conversation about your life, your family, and what you have built, and most of it is us listening.

A real conversation

You talk, we ask questions. We want to understand your situation and your goals before we say a word about ourselves.

What we see

Toward the end, we share the specific things we think are worth a closer look. Ideas, not recommendations.

Your call

If it makes sense, we set a focused second meeting to go deep on those areas. If it does not, you lost an hour and gained a second opinion.

Walk through our process

Joe McKinley, Managing Partner of Anchored Wealth Advisors

Joe McKinley leads Anchored Wealth Advisors as Managing Partner. His first questions are never about your portfolio; they are about your life and where you want it to go.

Meet Joe

Clarity is one conversation away.

One hour with our team. We listen, we share what we see, and you decide whether we have earned a second meeting. No pressure either way.

Start a conversation

Not ready for a conversation? Start with the Liquidity-Event Readiness Guide.