Anchored Wealth Management LLC is a boutique, multi-family investment advisory firm based in The Woodlands, Texas. Registered with the State of Texas and under the Investment Advisers Act of 1940, the firm describes itself as a fiduciary, with a legal and ethical responsibility to put clients’ interests ahead of its own. Its services are designed around clients’ needs, goals, risk tolerance, time horizons, liquidity constraints, and other financial considerations.

The firm offers ongoing wealth management and portfolio management investment advice, as well as fee-based comprehensive financial planning. It can also help clients select a third-party investment adviser whose approach and expertise suit their needs and objectives. Anchored Wealth serves individuals and families, including high-net-worth clients, along with charitable organizations, trusts, estates, private business owners, and corporations. The firm does not require a minimum investment for account management, though it reserves the right to make case-by-case exceptions. Compensation may include a percentage of assets under management or hourly charges; financial planning costs depend on the hourly rates of the employees working on a plan.