ABOUT ANTHONY WEALTH MANAGEMENT, INC.
Anthony Wealth Management, Inc. is a leading financial advisory firm dedicated to helping individuals and businesses achieve their financial goals. With a team of seasoned professionals and a comprehensive range of services, Anthony Wealth Management, Inc. strives to provide top-notch financial guidance and assistance to its clients. Founded in 2005, the firm has quickly established itself as a trusted source of financial expertise, serving clients in the greater New York City area.
H2: How does the advisor help clients – Key Takeaways:
Anthony Wealth Management, Inc. takes a client-centric approach to financial planning and management. The firm’s experienced team works closely with each client to understand their unique financial goals, risk tolerance, and time horizon. From there, Anthony Wealth Management, Inc. creates personalized financial plans that take into account all aspects of a client’s financial situation, including investments, retirement planning, tax strategies, and estate planning. By providing ongoing support and guidance, the firm helps clients stay on track and make informed financial decisions that align with their goals.
Facts and Insights
As of 2021, Anthony Wealth Management, Inc. manages over $500 million in assets and has a team of 12 experienced financial advisors. With over 16 years in the financial industry, the firm has amassed a wealth of knowledge and insights that it uses to guide its clients towards financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 12 | 16+ years |
Financial Services Offered
Anthony Wealth Management, Inc. offers a comprehensive range of financial services that cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Tax strategies
- Estate planning
- Insurance guidance
Client Types
The firm caters to a wide range of clients, including high-net-worth individuals, professionals, business owners, and retirees. Anthony Wealth Management, Inc. has tailored its services to meet the needs of these various client types, ensuring that each client receives personalized and high-quality financial guidance.
Fees & Compensation
Anthony Wealth Management, Inc. operates on a fee-based model, meaning that its fees are based on a percentage of the assets under management. This ensures alignment between the firm’s interests and those of its clients, as the firm only benefits when its clients’ assets grow. This fee structure promotes transparency and gives clients peace of mind, knowing that the firm’s recommendations are in their best interest.
Background
The founder of Anthony Wealth Management, Inc., John Anthony, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and has a Master’s degree in Financial Services. With a strong focus on providing personalized service and building lasting relationships, John has built a team of professionals who share his commitment to excellence and client satisfaction.
Financial Advisor Disclosures to Know
Anthony Wealth Management, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm operates under a fiduciary duty to act in its clients’ best interests, meaning that it must prioritize their needs above its own. As a fiduciary, Anthony Wealth Management, Inc. does not receive any compensation from third parties for recommending specific financial products, ensuring unbiased and objective advice for its clients.