With the expertise of time-seasoned advisors, in four distinct disciplines, our firm will strive to fully understand client financial circumstances and identify their needs.
We carefully craft sound strategies designed to help our clients realize their important personal and business financial goals.
OVER $500 MILLION ASSETS UNDER MANAGEMENT
We are proud of this number, but what is more important is the relationships we have with our long term clients and the service model we have built around them.
OVER 175 YEARS COMBINED EXPERIENCE
There’s no replacement for knowledge and experience. Although we have the experience we are constantly bettering our breath of advice through continuing education and designation acquisition.
4 YEARS AS A FIRM
Our partners saw a need for more holistic planning with clients and decided to create Wealth Guard Financial to meet all your needs.