Meet the Wealth Managers at Anchor Pointe Wealth Management, LLC
Learn more about our wealth managers - including their background, interests, and why they're excited to help clients!
Here's a quick peek at the discussion!
0:00 Derieck's parents' business and how it got him started in the industry
1:40 Advice from Derieck
2:53 Why Derieck's excited about Sam joining the team and more about Sam's background
4:36 Learn about Derieck's routine and what's important to him
6:41 The importance of giving back
8:12 Sam's perspective on mentoring and values
10:13 Lessons from previous financial experience
11:22 What they're excited about in serving clients at Anchor Pointe
13:39 A philanthropic cause Sam is very passionate about
15:13 A cause Derieck is excited about
16:44 What does the future hold?
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As a fee-only fiduciary, we're compensated by our clients, not insurance and investment companies. This results in transparent conversations, true solutions, and no feeling of products over assistance. Your cost is clear and transparent, so you always feel confident about the value you are receiving.
Learn more at https://www.anchorpointewealth.com
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Disclaimer: The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Anchor Pointe Wealth Management, LLC's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Advisory services are offered by Anchor Pointe Wealth Management, LLC, a Registered Investment Advisor in Missouri, Illinois and Texas. Registration does not imply a certain level of skill or training.
Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Anchor Pointe Wealth Management, LLC, a Registered Investment Advisor in Missouri, Illinois and Texas, only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.