Broker Check
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Free risk assessment.

A fundamental idea in finance is the relationship between risk and return. The greater the amount of risk an investor is willing to take, the greater the potential return. This assessment will help you determine what your risk comfort level is.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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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.

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Our History

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

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Our Values

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

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Financial Planning News

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.
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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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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.

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