Broker Check
The Cycle of Investing Events on Wall Street Perception vs. Reality Rightsizing for Retirement

Free Portfolio Checkup

Capture your risk tolerance and see if your portfolio fits you.

Learn more

Retirement Redefined

Around the country, attitudes about retirement are shifting.
Learn More

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.

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Financial Planning News

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn More

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?
Learn More

Client Centered

Our business is built on a foundation of thoughtful client relationships.

WealthGuard Advisors are devoted to building and protecting your wealth through custom investment management services. As independent advisors we carefully analyze your unique situation, explore all of the options available, and create an investment plan tailored to your needs.

Our main office is located in Placerville, California, in the foothills of the Sierra Nevada between Sacramento and Tahoe. We have many clients spread throughout much of United States and work with many remotely.

Learn more

Have a Question

Name
Email
Phone
Question
Thank you! Oops!