Anthony Capital, LLC—A Registered Investment Advisory Firm
We are a comprehensive independent investment advisory firm that offers wealth management solutions to individuals, trusts, estates, private foundations, and business owners. Led by David M. Anthony, CFP®, RMA, we are committed to helping clients with their financial goals.
With an emphasis on financial planning and investment management for retirees and those nearing retirement, we create advanced wealth management strategies that incorporate both equity and guaranteed solutions through our affiliate, Side by Side Quotes.com, LLC.
The integration of taxes, investments, Social Security, insurance, pensions, qualified and non-qualified plans, and retirement income needs is busy and complex. Through our interview and data collection process, we can help you determine your short and long term financial objectives, risk tolerance, tax status, current investment holdings, and asset allocation in order to prepare a financial plan that is unique and specific to your individual situation.