Anchor Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We provide comprehensive & personal service working hard to earn a reputation for excellence in our industry. For each of our clients, we strive to create a financial roadmap and to provide independence & confidence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. You'll find our team members are knowledgeable and our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go and advise you on how to get there.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. You'll find our team members are knowledgeable and our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go and advise you on how to get there.
Services
Anchor Wealth Management Group is an independent financial services firm - not owned or operated by a brokerage, bank, or insurance company. We have grown with the support of our clients over the last few years. The firm was incorporated by our founder, Kasia A. Marczyk CFP in late 2009.
We based our investment philosophy on our belief that the most critical investment decision an investor can make is not which investment to buy - but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances, and risk-taking capacity.We offer advisory services and a vast suite of financial products that are geared to help our clients seek financial success.
We based our investment philosophy on our belief that the most critical investment decision an investor can make is not which investment to buy - but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances, and risk-taking capacity.We offer advisory services and a vast suite of financial products that are geared to help our clients seek financial success.
Kasia strives to help high-net-worth individual and business clients to gain better control of their finances as well as help them achieve their goals. Her primary focus is to create a trusting relationship that provides comprehensive financial solutions specific to her client's needs. Ms. Cegielski joined Anchor Wealth Management Group LLC. in 2021.
The answer lies in a philosophy that places a premium on smart, proactive management techniques, risk-based investment portfolios, and personalized attention. We focus on providing strategies, integrity, and independence to our clients.
Kasia A. Marczyk, Anchor Wealth Management Founder, is a CERTIFIED FINANCIAL PLANNER (CFP), Practitioner and Chartered Retirement Planning Counselor (CRPC) and Certified Financial Divorce Analyst (CDFA) Mrs. Marczyk earned Bachelor Degrees in Economics and English Lit. from Rutgers State University of NJ.
Kasia A. Marczyk, Anchor Wealth Management Founder, is a CERTIFIED FINANCIAL PLANNER (CFP), Practitioner and Chartered Retirement Planning Counselor (CRPC) and Certified Financial Divorce Analyst (CDFA) Mrs. Marczyk earned Bachelor Degrees in Economics and English Lit. from Rutgers State University of NJ.
At Anchor Wealth Management Group we provide objective financial advice to a broad array of clients. Our primary goal is first to understand our client's needs. Whether you are an individual client, a non-profit organization, or a business, our goal is to design a plan that is customized and created especially for you to meet your financial goals and objectives.
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Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk.
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