At Anchor Legacy Group, we work with individuals and families who expect more than basic financial planning. Our approach is built on a comprehensive strategy that integrates protection, long-term growth, and legacy preservation into one seamless plan. We ensure every detail is thoughtfully addressed so your financial future is secure, your wealth is positioned to grow, and your legacy is protected for generations to come leaving nothing to chance.

Contact

(505) 539-6679

Jerra@AnchorLegacyGrp.com

our team

Our Skilled Leaders

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

Monica Black
chief communication officer
Peter Perish
chief business project
Olivia Woodson
international consultant
Peter Adams
co-founder of company
Mary Flynn
CHIEF TECHNOLOGY OFFICER
Adam Oswald
CHIEF MARKETING OFFICER
Kate Green
CHIEF FINANCIAL OFFICER
Harry Septem
co-founder of company
our benefits

Entrust Your Project to Our Specialists

In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new.

marketing analysis
finance strategy
business innovation
testimonials

What People Say About Us

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

Ready to Get Started?