A Holistic Approach
We know that every client is different, so we look at each client’s situation in total to identify and integrate all your investments, retirement income planning and insurance into one comprehensive plan. We also work closely with your tax and legal advisors to incorporate savings wherever possible.
From the outset, we identify ways to streamline and improve your existing portfolio and financial plan. When you become an Ancora Family Wealth client, we use our systematic process to thoroughly understand your situation. The insights we gain, combined with the desired outcome of your needs, enable us to develop strategies that will meet your goals with the greatest probability of success.
The result is peace of mind for you and your family with a comprehensive wealth management solution specifically developed with your goals in mind. Our team will continue to work with you to review and update strategies at every life stage and as your needs change.
We Truly Get to Know You
And your goals, assets, liabilities and what makes your situation unique
Lifetime Planning Solutions
Ancora broadens the scope from investment management to address your complete financial situation
Find the Right Investments
It’s about the right mix of equities, fixed income and alternatives to position your portfolio and manage your risk
Regular Review and Monitoring
Your financial needs evolve and so should your plan – we regularly monitor and adjust based on your goals
Tailored financial solutions. On your terms.
Families & Trusts
Families that have amassed wealth and multiple generations of beneficiaries have unique investment needs. From charitable giving, financial education and estate planning to inheritance and tax planning, we create individualized plans for your family.
Entrepreneurs & Business Owners
Building a successful business is a legacy that needs to be handled with care. We are experts at the specific requirements business owners have, such as business transfer, liquidity events, income replacement needs, employee retirement plans and tax planning.
The dedication and care you’ve taken to grow your career should not go unnoticed. We can help you maximize and preserve your wealth with our complementary divisions and investment solutions.