Anchored in Stability. Guided by Purpose.

In a world of financial uncertainty, you deserve a steady hand and a clear path forward. We’re here to help you navigate life’s biggest financial decisions with confidence and purpose.

Why Work with AnchorPoint Wealth?

Your money isn’t just numbers—it’s your life, your security, and your ability to enjoy the future you envision.

At AnchorPoint Wealth, we know that financial planning can feel overwhelming. Markets change. Tax laws shift. Life happens. But no matter what comes your way, you should always feel in control of your financial future.

That’s why we focus on what truly matters:

  • Clear, thoughtful guidance that makes sense. No jargon, just real conversations.
  • A plan that adapts as life changes. Your financial strategy should grow with you.
  • A trusted partner for the long haul. We’re not just here for one meeting—we’re here to help you make smart financial decisions for years to come.

You shouldn’t have to figure this out alone. Let’s create a plan that gives you clarity, confidence, and peace of mind.

What’s in a Name? The Meaning of AnchorPoint Wealth

An "anchor point" is a secure, fixed position that provides stability in uncertain conditions. Rock climbers use anchor points for safety, ships rely on them to hold steady in storms, and in wealth management, an anchor point keeps you from drifting aimlessly when markets shift and financial challenges arise.

At AnchorPoint Wealth, we believe financial success starts with stability. No matter what the economy, markets, or life throws your way, we help you stay grounded with a plan that makes sense for you.

Our promise is simple:

  • Help you feel in control of your money, no matter what’s happening around you.
  • Keep your financial goals on track with practical, steady guidance.
  • Give you a long-term partner who is always looking out for your best interests.

When life feels uncertain, you need a strong financial foundation. We’re here to be your anchor.

The R.O.I. Process: A Simple, Thoughtful Approach to Your Financial Future

You shouldn’t have to guess where you stand financially. Our R.O.I. Process is designed to give you clarity, direction, and confidence at every step.

Step 1: Review – Understanding Where You Are

Before we talk about the future, we start with today. We take a deep dive into your current financial situation—your income, savings, investments, debts, and lifestyle—to understand exactly where you stand.

This step helps us answer:

  • Are you on track for the retirement you want?
  • Are there any gaps in your financial plan?
  • Are you making the most of your money right now?

Step 2: Organize – Building a Clear, Personalized Plan

Once we understand your situation, we create a custom financial strategy based on your unique goals. Whether you're preparing for retirement, managing investments, or planning for the next big life transition, this step ensures everything is structured and aligned with your vision.

This step includes:

  • Optimizing your retirement accounts and investments
  • Aligning your estate and tax strategies with your long-term goals
  • Building a risk management plan to protect what matters most

Step 3: Implement – Taking Action & Staying on Course

A financial plan only works if it’s put into motion. We take the guesswork out of execution by handling the details, adjusting when needed, and keeping you informed along the way.

This step ensures:

  • You stay on track toward your goals, even when life changes
  • Your investments remain aligned with your risk tolerance and needs
  • You have an ongoing partner to help you navigate new opportunities and challenges

Financial planning isn’t just about today—it’s about keeping you steady for the long run. That’s why we don’t just create a plan and leave you on your own. We’re here to help you make smart decisions every step of the way.

How We Help You Take Control of Your Money

Financial Planning That Works for Real Life

"I don’t want to make a mistake. Am I doing this right?"

We help you focus on what actually moves the needle for your future—without the confusion or stress.

What We Cover:

  • Retirement Planning That Makes Sense – Know how much you need, how to make it last, and what to do now.
  • Estate & Legacy Planning – Make sure your wealth benefits the right people, not just the IRS.
  • Insurance & Risk Protection – Plan for the unexpected before it happens.
  • Tax-Smart Strategies – Keep more of what you earn instead of giving it away unnecessarily.
  • Investment Planning – Make sure your money is working toward what actually matters to you.

Investing Without the Guesswork

"I want to grow my money, but I don’t want to get burned."

Investing shouldn’t feel like gambling. We focus on what actually works—not trends, not market timing, and definitely not unnecessary risk.

  • Know where your money is going. No black-box strategies, just real investments explained clearly.
  • Stay level-headed when markets go crazy. Avoid knee-jerk reactions that derail progress.
  • Invest with a plan, not a hunch. Your portfolio should support your life, not the other way around.

Meet Matt Casey: A Financial Guide, Not a Salesperson

Matt Casey

Financial Advisor
Phone: 423-225-3850
Email: matt@apwealthplanning.com

Since 2015, Matt Casey has helped people take control of their money with practical, thoughtful guidance. He founded AnchorPoint Wealth because he saw too many people getting advice that didn’t actually fit their lives.

What to Expect from Matt:

  • Straight answers, no fluff. If it doesn’t make sense, he’ll make it make sense.
  • A real relationship. You’re not just another account number here.
  • Big-picture thinking. This isn’t just about investments; it’s about your whole financial life.

When he’s not helping clients, you’ll find him on the golf course, exploring back roads on his motorcycle, or perfecting a new recipe in the kitchen.

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Let's Talk. No Pressure, Just a Conversation.

Your financial future shouldn’t be left to chance. Whether you're looking for a full plan, investment guidance, or just have questions, we’re here to help.