AnchorPointe Wealth Advisors

About Us

Seamless Planning for Your Life & Legacy

At AnchorPointe, we’re proud to be a multi-generational firm offering seamless, long-term support for you and your family. Based in Southeast Michigan, we handle everything from tax-smart strategies, planning for retirement, or building a legacy. Our team brings everything together under one roof, making it easier for you to focus on what truly matters—your goals, your family, and your future.

Keep More of Your Money with Tax-Smart Solutions

Our tax-intelligent execution, backed by Certified Public Accountant (CPA) experience, helps you keep more of what you earn. From proactive planning to personalized strategies, we focus on minimizing taxes while aligning with your financial goals. It’s about making smart decisions today to maximize your resources and create opportunities for tomorrow.

Guided by a Multi-Generational Team

We’re a team that spans generations, combining fresh perspectives with years of experience. Comprised of Certified Financial Planners (CFP) and CPAs, we bring experienced, personalized guidance to your planning. Our focus is on your current goals and helping you build a legacy that lasts for the ones you love.

Our Core Values

Our principles guide everything we do, helping us provide thoughtful, personalized advice and build lasting client relationships.

Tax-Intelligent Execution

Your full wealth picture is simplified with a team of experts. Our team of CPAs and CFP®s provide comprehensive, tax-optimized solutions for you.

Focus on Relationships

We prioritize getting to know each of our clients deeply because we know the best advice comes from a thorough and detailed knowledge of your life and goals.

Independent Solutions

As fiduciaries, our guidance represents your best interests and pursuit of your long-term goals. We provide recommendations uniquely tailored to each client's specific situation and desires.

Continuity That Serves You

Our multigenerational team of advisors helps ensure seamless service across generations. We are ready and prepared to serve you and your family now and into the future.

Feel at Home With Us

We treat every client like family, creating a welcoming and personal experience. It’s about understanding your story, your goals, and what’s most important to you—not just your finances. By building that connection, we’re able to offer advice that truly fits your life and supports you every step of the way.

Are You Concerned About Paying Too Much in Taxes?

Contact Us Today

Discover how tax-intelligent strategies can help you reduce your tax burden and keep more of your hard-earned money. Let’s build a plan that maximizes your wealth and keeps it working toward your future goals.

Align Your Finances With Tax-Smart Solutions

Avantax integrates tax considerations into every part of your financial plan. By aligning retirement, estate, and debt strategies with tax implications, your portfolio is optimized to help enhance efficiency and maximize long-term financial outcomes.

Explore Avantax

Who We Work With

We help clients across Southeast Michigan and throughout the U.S. maintain their lifestyle, plan for retirement, and build legacies with tax-optimized strategies.

See How We Can Help

Our Approach

Our adaptable, tax-intelligent approach simplifies your wealth picture with tailored strategies designed to help you achieve long-term financial goals.

See How We Work

Our Team

Our multi-generational, credentialed advisors offer customized guidance, prioritizing relationships to help you achieve your financial goals.

Meet the Advisors