Our Work

THAT IS WHY, AT ANTHOLOGY

YOUR DREAMS AND ASPIRATIONS DO NOT COME WITH A TEMPLATE. SO WHY SHOULD YOUR PLAN?

WE DO NOT

Just pick stocks
Sell cookie cutter products & plans
Take a singular approach
Offer only one company’s products
Sell you products and walk away

WE DO

Tax efficient financial planning
Co-author your financial story
Deliver sophisticated solutions tailored for you
Inspire actions that drive results
Forge a plan designed to create your financial freedom
Help you live your best life

Financial Planning

When you plan with us, you’ll have an experienced advisor leading a dedicated team with a diverse range of financial expertise.

Investment Solutions

Our long-term approach to investing and wide range of options can help meet your unique financial needs—giving you the edge you and your family need to enjoy your wealth today, and for generations to come.

Wealth Management

A personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals and align your comfort with market risks along the way.

Life Insurance Planning

While providing the protection you need, our solutions play a key part in your financial plan, giving you more financial flexibility throughout your life.

Disability Income Planning

Help protect your earning power and keep your goals on track if an unexpected injury or illness prevents you from working.

Long-Term Care Planning

Having a long-term care plan in place will give you (or a loved one) choice and control over where and how to receive care should it be needed.

Alternative Investments

For more sophisticated investors who are interested in opportunities beyond publicly traded stock and bond markets, alternative investments can play an important role in diversifying your portfolio through broader exposure.

Business Succession Planning

Make sure the business that you’ve worked hard building will continue to move forward once you’ve decided to step back.

Charitable Giving

Now more than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies.