Anchor Wealth Management Group

Anchor Wealth Management Group is a comprehensive financial services firm dedicated to providing personalized attention and tailored solutions to our clients. Founded by Kasia A. Marczyk, CFP, CRPC, CDFA, our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals. With offices located in the heart of Downtown West Palm Beach, Florida, we serve clients throughout the United States.

Our Philosophy

At Anchor Wealth Management Group, we believe that the key to achieving financial success lies in a deep understanding of our clients' unique needs, goals, and risk tolerance. Our investment philosophy is centered on the concept of asset allocation, emphasizing the importance of strategically managing risk and diversifying investments to optimize returns. We understand that each client's financial situation is distinct, and we take a holistic approach to develop customized financial plans that cater to their specific objectives.

Services

Our comprehensive suite of financial services includes:

• Personal Financial Planning: We help individuals create a financial roadmap tailored to their unique needs and goals.
• Executive Compensation and Stock Options: Our team provides expert guidance on compensation planning and management of employee stock options.
• Small Business Retirement and Benefits Planning: As a fiduciary, we help small business owners design and implement effective retirement and benefits plans for their employees.
• Comprehensive Protection Planning/Insurance: We develop tailored insurance strategies to protect our clients' assets and ensure their financial security.
• Multi-Generational Planning and Estate Planning: Our team helps families navigate complex estate planning issues, ensuring the efficient transfer of wealth across generations.
• Family Organizer Worksheet: A valuable tool designed to empower our clients to take control of their financial lives.

The Team

Our team is comprised of dedicated professionals with extensive experience in the financial services industry. Each team member is committed to providing exceptional client service and delivering personalized attention to our clients' unique needs.

Team Members

• Kasia A. Marczyk, CFP, CRPC, CDFA - President & CEO
• Halina T. Cegielski, Esq. - Wealth Planner
• Louise Manning - Client Service Associate/Relationship Manager
• Sarah Crockett - Casual Insurance Group LLC - Professional Insurance Agent

Get Started

Take the first step towards achieving your financial goals. Contact us today to schedule a consultation and let us help you take control of your financial future.