Anchin Wealth Management LLC

Investment decisions at Anchin Wealth Management are overseen by managing directors, including Marc J. Aarons and Steven R. Kirschner. The team operates under the RIA license of Anchin Wealth Management LLC, with asset allocation and manager selection guided by client-specific tax and estate objectives (per public record, 2024).

Anchin Wealth Management leverages its parent firm's CPA network and audit relationships for deal flow. Because Anchin serves as the tax and accounting firm for many closely held businesses, the wealth management arm gains early exposure to exit events, secondary sales, or recapitalizations. These are not distributed as a formal proprietary fund but offered as direct investment opportunities to qualifying clients (per public record).

Anchin Wealth Management operates as an SEC-registered investment adviser (RIA) serving multiple client families, making it functionally a multi-family office or independent wealth manager. It does not manage the assets of a single founding family and is not classified as a family office by the SEC (per public filings).

Anchin Wealth Management primarily targets liquid public equities and fixed income, with allocations to alternative investments such as private credit and real estate. The firm does not have a dedicated venture capital or growth equity program and is not known for direct early-stage or venture deals (per public record).

Anchin Wealth Management does not publicly disclose any explicit sector restrictions. However, as a tax-sensitive RIA, it tends to favor municipal bonds, dividend-paying equities, and tax-efficient funds, and avoids strategies that generate large short-term capital gains unless specifically required by the client (per public record).

The underlying wealth of Anchin's clients typically originates from closely held businesses, professional practices (medical, legal, accounting), and entrepreneurial exits. Anchin's CPA roots make it a natural advisor for business owners preparing for liquidity events or succession (per public record).

Anchin Wealth Management does not operate its own philanthropic foundation. However, the parent firm, Anchin, has a dedicated Not-for-Profit Services practice that provides audit, tax, and advisory services to charitable organizations. This separation means philanthropic planning for wealth clients occurs through the accounting arm, not the investment platform (per public record).