Anchor Pointe Chicago
At Anchor Pointe, we believe lasting financial relationships start with a genuine connection.
Our Personalized Approach
As a fiduciary, we focus on planning and managing your financial future — not selling products. We are here to serve you and your loved ones.
Client Focus
Pre-Retirees|Retirees|Multi-Generational Families
Areas Of Expertise
Retirement Planning|Tax Strategies|Risk Management|Asset Allocation
Locations Served
Chicago, Illinois
About Us
We consider both our clients and our team part of an extended family — one built on mutual trust, care, and shared values. By blending education with collaboration, we help you make informed decisions and approach your financial future with clarity and confidence, so you can focus on living the life you’ve imagined.
Our Process to Guide You To — and Through — Retirement
- Get Acquainted: Brief introductory call to discuss your goals and financial needs.
- Assess & Strategize: Share your financial documents and meet with our team for a roadmap tailored to your future.
- Onboard & Implement: Build a comprehensive financial plan that aligns with your objectives while identifying opportunities for growth and improvement.
Ways We Can Help
You're 50+ with over $1 million saved for retirement — but you have questions. This list highlights common challenges our clients face. If you have specific concerns about your situation, we’re here to help — reach out to us.
- What will my income sources be in retirement and how will each be taxed?
- How will my tax situation evolve throughout retirement? How do I navigate that?
- What are the best tools for giving during, and after, my lifetime?
- How can I involve my family in my charitable giving?
- How much wealth do I want my children (or grandchildren) to inherit, and at what ages?
- What protections can I put in place for my loved ones around any future inheritance?What strategies can I use to reduce future estate taxes (federal or state)?
Our Guiding Principles
Transparent pricing
Customized financial planning
Fiduciary financial advisor
Total transparency and clarity
Grow throughout your financial life
Farther meets you where you are in your wealth-building journey. Whether preparing for retirement, managing equity, or navigating estate planning complexities, our Intelligent Wealth Platform empowers seasoned advisors to guide every aspect of your financial life with precision.
Financial Planning
Financial planning isn't about a finish line — it's about making the right decisions along the way. Farther's advanced tools model trade-offs across spending, saving, and investing, so your financial strategy supports the life you want now and in the future.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you+−
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Our team, focused on your results
A higher standard of wealth advice
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
- Clear, consistent communication
- Tax-intelligent portfolio design
- Disciplined, long-term investing
- Proactive estate planning
- Regular insights and clarity