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Strategies
At Anchored Wealth Strategies, we do not view insurance and investments as separate conversations — we view them as two sides of the same plan. True financial security requires both the growth of your assets and the protection of everything you have worked to build.
1
Investment Advisory
As a registered investment advisor, Matthew Scott provides personalized, ongoing portfolio management and financial guidance tailored to your specific goals, risk tolerance, and time horizon. Unlike transactional brokers, an advisory relationship means your advisor is held to a fiduciary standard — legally obligated to act in your best interest at all times. Whether you are building wealth, preserving assets, or planning for a major life event, advisory services provide the strategic oversight and accountability your financial plan deserves.
2
Brokerage
Through brokerage services, clients gain access to a broad range of investment products including stocks, bonds, ETF's, mutual funds, and alternative investments. Brokerage accounts are a powerful tool for implementing the investment strategy outlined in your financial plan, allowing you to put your money to work in a way that aligns with your goals. Matthew works closely with clients to identify the right products for their situation, ensuring every investment decision supports the bigger financial picture.
3
Medicare
Navigating Medicare can be one of the most complex transitions in a person's financial life. With multiple parts, plan types, enrollment windows, and cost considerations, the decisions you make at 65 can have lasting financial consequences. Matthew guides clients through every aspect of Medicare — from understanding Parts A, B, C, and D to selecting the right Medicare Supplement or Medicare Advantage plan — ensuring you enter retirement with the healthcare coverage you need and the cost certainty your budget requires.
4
Health Insurance
Access to quality healthcare should never be a financial burden. Health insurance planning ensures that medical expenses — whether routine or catastrophic — do not derail the financial progress you have worked hard to build. Matthew works with individuals and families to identify coverage that fits both their healthcare needs and their budget, providing peace of mind that one unexpected illness or injury will not become a financial crisis.
5
Life Insurance
Life insurance is one of the most fundamental building blocks of a sound financial plan. It ensures that if the unexpected happens, the people who depend on you are not left financially vulnerable. Beyond income replacement, life insurance can play a strategic role in estate planning, business succession, and even tax-advantaged wealth accumulation. Whether you need term coverage for a specific period or permanent coverage that builds cash value over time, the right policy becomes a cornerstone of your long-term financial security.
6
Long Term Care Insurance
One of the most overlooked risks in retirement planning is the cost of long-term care. Whether due to aging, chronic illness, or disability, the need for extended care — in a nursing facility, assisted living, or at home — can rapidly deplete a lifetime of savings. Long-Term Care insurance protects your assets, preserves your independence, and ensures that the financial legacy you have built is not consumed by care costs. Incorporating long-term care coverage into your financial plan is one of the most important steps you can take to protect both yourself and the people you love.
7
Hospital Indemnity & Critical Illness Insurance
Even with comprehensive health coverage in place, a serious illness or hospitalization can come with significant out-of-pocket costs — deductibles, copays, lost income, and expenses insurance simply does not cover. Hospital indemnity and critical illness policies pay cash benefits directly to you upon a qualifying diagnosis or hospital stay, giving you the financial flexibility to focus on recovery rather than finances. These solutions fill the gaps in traditional health coverage and serve as an important safety net within a well-rounded financial plan.