Meet Tim
Upon retiring from the United States Navy in 2017 Tim got his start as an Investment Advisor at a corporate firm in Bellevue Washington although the corporate model had economies of scale the planning did not go deep enough to meet client needs. At this time Tim was introduced to the concept of the boutique RIA firm. He now provides boutique financial planning services to the Greater Puget Sound, King County, Pierce County, Kitsap County, Skagit County and beyond.
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Tim holds a Master of Business Administration (MBA) from the University of the Incarnate Word, bachelor’s degree in Business from Columbia College (MO) and a bachelors in Psychology from Troy University. Tim believes comprehensive financial planning is the cornerstone of a healthy family, healthy business and healthy mental outlook for all.
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Anchor Capital Management LLC is a Registered Investment Adviser.
Anchor Capital Management offers the follow primary services on an added value basis for money management clients.
OUR SERVICES
Anchor Capital Management takes a holistic approach to financial planning which involves looking at a client's entire life and making suggestions on how to best achieve their short and long-term financial goals.
From education savings, to planning for retirement, to effectively managing taxes and insurance, Anchor Capital Management develops valuable relationships with it's clients to provide them with the right plan for a more secure future.
INVESTMENT ADVISING
Our approach to investment advising can play a crucial role in achieving your financial goals. Tim is an experienced and educated advisor who takes a holistic approach to create a personalized investment strategy that is fine-tuned to your needs and risk tolerance.
Regardless of whether you're just starting out or looking to expand your portfolio, our investment advising services can assist you in realizing long-term success.
BUDGET AND TAXATION
Anchor Capital Management's budget and taxation services can significantly change the way you handle your finances. Tim will handle all your financial needs, from budget management to tax preparation, so you can focus on what truly matters to you.
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Our affordable services are tailored to individuals of all types, empowering you to take control of your finances and achieve your financial goals. Imagine the peace of mind that comes with knowing your finances are in expert hands, allowing you to enjoy more free time.
Contact Tim
1221 2nd Street Marysville, WA 98270
425-320-6837