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About Anchored Wealth Stategies
At Anchored Wealth Strategies, we believe that sound financial planning is the foundation upon which lasting security is built. We provide individuals and families with comprehensive, personalized guidance spanning investment advisory services, financial planning, and insurance solutions — all under one roof.
Our approach is straightforward: understand where you are, define where you want to go, and build a clear, disciplined strategy to get you there. Whether you are protecting what you have built, growing your wealth for the future, or planning for the unexpected, Anchored Wealth Strategies is committed to serving as your trusted financial partner at every stage of life.
We combine the depth of institutional financial knowledge with the personal attention that only an independent firm can offer — because your financial future deserves both.
About Matthew Scott, Founder & Investment Advisor
Matthew Scott brings nearly a decade of financial services experience to the individuals and families he serves. With a background spanning banking, investment advisory, and insurance, Matthew offers clients a well-rounded perspective that few advisors can match — one that integrates protection, growth, and long-term financial wellness into a single, cohesive strategy.
Matthew began his career in banking, where he developed a strong command of financial fundamentals and learned firsthand how families navigate complex financial decisions. He went on to build extensive expertise in the insurance industry, helping clients safeguard their income, health, and assets against life's uncertainties. Today, as the founder of Anchored Wealth Strategies, he brings those disciplines together to deliver comprehensive financial guidance tailored to each client's unique goals.
Matthew holds FINRA series 6, 7, and 66 securities licenses, as well as a 2-15 Health & Life Insurance License — qualifications that allow him to offer a broad range of investment and insurance solutions from a position of knowledge and integrity.
His philosophy is simple: every family deserves a financial plan that is built on clarity, trust, and a genuine understanding of what matters most to them. Matthew takes the time to listen, educate, and partner with his clients for the long term — not just for a transaction, but for the journey ahead.