Ankerstar Wealth

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We host at the Endgame Lounge.

Bring your next birthday, personal celebration, or client event to the Endgame Lounge! We host events here, and clients and local businesses can reserve the room for their own gatherings. Have a vision for yours? Tell us how you'd like to make it your own!

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Clients and local businesses can book the room for their own events. Tell us what you have in mind.

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Upcoming Events

Event artwork for Investing in a Post Election Market

Thursday, November 5, 2026

Investing in a Post Election Market

4:30 PM to 6:30 PM · The Endgame Lounge

Enjoy food and drinks at the Endgame Lounge, with food provided by Torchy’s Tacos, as guest speaker Ed Rosenberg, Head of ETFs at Strategy Shares, leads an educational discussion on investing after the election. The session will look at how changing conditions may relate to an individual’s planning questions. Investing involves risk, including the possible loss of principal.

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Event artwork for Post Election Market Update with J.P. Morgan

Tuesday, November 10, 2026

Post Election Market Update with J.P. Morgan

4:30 PM · The Endgame Lounge

Join Michael Reynolds for the Post Election Market Update with J.P. Morgan. The session will provide an educational overview of current economic and market themes following the election, with time for attendees to consider how changing conditions may relate to their own planning questions.

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Event artwork for Tax Mitigation Strategies

Tuesday, November 17, 2026

Tax Mitigation Strategies

5:00 PM · The Endgame Lounge

Join Corey for an educational discussion of tax-aware planning considerations. Attendees will explore how income, account types, charitable goals, estate considerations, and changing tax rules can create trade-offs that merit coordination with a qualified tax professional.

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Event artwork for Financial Planning Basics

Thursday, December 3, 2026

Financial Planning Basics

5:00 PM · The Endgame Lounge

Join Jack for an educational overview of financial planning basics. The session will cover how cash flow, savings, risk management, taxes, estate documents, and long-term goals fit together, along with the trade-offs that can arise as priorities change.

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Event artwork for Retirement Income Planning

Thursday, December 10, 2026

Retirement Income Planning

5:00 PM · The Endgame Lounge

Join Jack for an educational discussion of retirement income planning. Attendees will consider how spending needs, taxes, healthcare costs, liquidity, market volatility, and legacy goals can interact when evaluating retirement decisions with a qualified professional.

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Recently

Check out our recent events at the End Game Lounge!

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Recently

Event artwork for Boos and Bingo Networking Event

Past event

Boos and Bingo Networking Event

An evening of bingo, conversation, and professional networking at the Endgame Lounge. Bring a guest, meet local professionals and neighbors, and enjoy a relaxed setting designed for connection rather than a formal presentation.

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Event artwork for Tailored Options Strategies

Past event

Tailored Options Strategies

Join Corey for an educational discussion of options strategies and the planning considerations that surround them. The session will focus on how risk, liquidity, tax treatment, time horizon, and an individual's circumstances can affect whether any approach is appropriate.

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Event artwork for Opportunity Zone Investing

Past event

Opportunity Zone Investing

Enjoy food and drinks while guest speaker Matthew Hannan of Inland Securities discusses how Opportunity Zone investments may offer potential tax benefits through real estate. Tax considerations and outcomes depend on individual circumstances, and attendees should consult qualified tax and legal professionals before evaluating an opportunity.

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Event artwork for NAIFX Explained

Past event

NAIFX Explained

Join us to learn about NAIFX, a conservative private credit strategy that offers high income potential with more liquidity than a typical private fund. The session will cover quarterly repurchase windows, ticker-traded access, and Nomura's institutional backing, along with the absence of daily liquidity or market pricing. Presented by Sam Takowsky. Private credit investments involve risk, including the possible loss of principal, and liquidity features, pricing, and income are subject to the fund's terms and market conditions.

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Event artwork for Bourbon and BINGO!

Past event

Bourbon and BINGO!

Bourbon and bingo at the Endgame Lounge! Join us for a fun night with special guest Daniel Cortez from Worth Investment Group. Daniel will share how Worth acquires strong middle-market businesses and helps them grow for the long term through patient capital and operational support. We’ll also have four NFL games on: Steelers vs. Bills, Patriots vs. Browns, 49ers vs. Raiders, and Rams vs. Chargers. Get ready to yell BINGO!

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Event artwork for Networking Happy Hour

Past event

Networking Happy Hour

Our first event of Q3. An informal evening at the Endgame Lounge with local business owners and professionals, no presentation, no pitch, just conversation.

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Events are a low-pressure way to meet us, but you do not have to wait for one. A first conversation is thirty minutes and costs nothing.

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A Texas-Based Firm With A National Presence

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Allison Ankerstar, Resource Director

Thank you for expressing your interest in Ankerstar Wealth! Allison will personally reach out within 24 hours at allison@ankerstarwealth.com.