Archer Wealth Management is a local advisory firm dedicated to helping clients achieve their financial potential and secure a prosperous future. With a personalized and professional approach to financial advice, they strive to alleviate the stress and uncertainty associated with financial and investment decisions. By creating tailored portfolios that align with each client’s unique lifestyle and goals, Archer Wealth Management ensures that every aspect of the financial plan is customized to maximize success.
Founded by Sandy Donovan, a seasoned professional with a diverse background in agribusiness banking, accounting, and financial consulting, Archer Wealth Management brings a wealth of experience and knowledge to guide clients towards making informed and strategic financial decisions. Sandy is supported by Kathy Scharf, Client Services Manager, who plays a crucial role in streamlining the client process and ensuring efficient implementation and review of financial plans. The firm’s commitment to providing confidence in clients’ financial futures is evident in their dedication to understanding individual needs and offering tailored solutions.
As a trusted name in the Rockhampton community, Archer Wealth Management is deeply rooted in the region’s history and values. With a focus on supporting and engaging with the local community, the firm embodies a commitment to building long-lasting relationships with clients and stakeholders. By offering a comprehensive range of financial services, including direct equities, financial planning, and share market education, Archer Wealth Management stands out as a reliable partner in helping clients navigate the complexities of financial decision-making and secure a prosperous future.