What Matters Most . . .
When considering your greatest goals in life, you probably don't think in terms of dollars and cents. You envision the things that are most important to you - the person you will become, the people you love and the comfort and security that you would like to enjoy. Money is simply a tool to smooth the road. We understand the dollars and cents, how hard you work for them, and how many of them it will take to smooth that road. We take care of those dollars and cents for you in a way that helps you pursue your financial goals, freeing you to focus on what matters most.
Customized and Independent Tax and Wealth Management Experience.
WealthGuard Advisors are devoted to building and protecting your wealth through custom investment management and tax planning services. As independent advisors we carefully analyze your unique situation, explore all of the options available, and create an investment and tax plan tailored to your needs.
Our advisors have knowledge and experience that come from immersion in the day-to-day gyrations of the investment markets and interactions with the IRS. We apply that experience and knowledge to your investments and tax planning in an effort to bring you the best financial results. Helping you build and guard your wealth is so much our aim that we have made it our name.
Our main office is located in Placerville, California, in the foothills of the Sierra Nevada between Sacramento and Tahoe. We also have affiliated branch offices scattered throughout California, stretching from Mendocino to San Diego. Wherever you are located in California, there is a WealthGuard Advisor not too far away. We also have scores of clients spread throughout much of United States.
We look forward to learning of your hopes and dreams and to being a part of your supporting cast, working hard for you to pursue them.