Anchor Wealth Management

Anchor Wealth Management Since 2005, Anchor Wealth Management has helped clients navigate the uncertain financial waters ahead. Offices in Freeport, Lanark and Rockford

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Anchor Wealth Management are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

06/01/2026

A law requires the rollover money to have been in the 529 for at least 15 years. But it isn’t clear what happens if you change the account’s beneficiary.

Hello Summer!! TEACHERS...you finally have the time to focus on you!Anchor Wealth Management is excited to invite you to...
05/29/2026

Hello Summer!!

TEACHERS...you finally have the time to focus on you!

Anchor Wealth Management is excited to invite you to an upcoming retirement seminar tailored specifically for educators.

Sandie Benhart, Outreach Coordinator at the Teachers' Retirement System (TRS), will join us to provide valuable insights and answer any questions you have about navigating your retirement plan, maximizing your benefits, and preparing for the next chapter.
Spouses and friends are welcome and ENCOURAGED to attend with you!

**Event Details:**
***Date:** Thursday, July 16, 2026
***Where:** Anchor Wealth Management, 4949 Harrison Ave, Ste. 210, Rockford, IL
***Time:** 9:00 AM
A light breakfast will be served

**Please note:** Seating is limited to the first 50 guests on a first-come, first-served basis.

Whether you are looking ahead to retirement or just starting to plan, this session will give you the clarity and information you need.

Please RSVP as soon as possible to secure your spot.

Call Chris DeSchepper @ (815) 201-5011 ext. 1020 or email [email protected] to reserve your seat.

Please SHARE this post.

We hope to see you there!

Discover the pathway to financial wellness with savvy financial planning. Just as explored in the "May 2026 Anchor Wealt...
05/29/2026

Discover the pathway to financial wellness with savvy financial planning. Just as explored in the "May 2026 Anchor Wealth Management Blog Newsletter", taking proactive steps can secure a stable financial future.

Click above to read more

05/29/2026

For some people, spending the money they've saved in retirement can be the most difficult part of the process.

Remembering and honoring the brave men and women who made the ultimate sacrifice for our country. Our offices are closed...
05/25/2026

Remembering and honoring the brave men and women who made the ultimate sacrifice for our country.
Our offices are closed today in observance of Memorial Day.
We will be back in the office to help you on Tuesday. May 26th.
Enjoy and cherish this time with your family and friends.
"

05/22/2026

Why some investors take bigger risks—and what Steph Curry’s approach suggests about diversification and building wealth over time.

Deciding who should inherit your wealth isn’t just a financial decision — it’s a deeply personal one. And while many peo...
05/19/2026

Deciding who should inherit your wealth isn’t just a financial decision — it’s a deeply personal one. And while many people assume their intentions will be carried out without issue, the reality is that unclear or incomplete planning can lead to confusion, conflict, and even legal battles among family members.

Click below to read May's Blog from Chris Perry

Deciding who should inherit your wealth isn’t just a financial decision — it’s a deeply personal one. And while many people assume their intentions will be carried out without issue, the reality is that unclear or incomplete planning can lead to confusion, conflict, and even legal battles amon...

05/18/2026

Nearly 9 in 10 American retirees receive a Social Security check each month—but how many actually rely on it to live is a much harder question, with answers that vary widely depending on how it’s measured.

Address

4949 Harrison Avenue , Ste. 110
Rockford, IL
61108

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

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