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How We Manage Money....

WealthGuard Advisors takes a different approach to money management. Unlike many advisors that use third parties or mutual fund allocations to manage your money, by managing money in house we strive to keep costs down.

By managing money in-house we can keep costs down and provide flexibility to make changes quickly if needed. We have found that clients have more confidence when they know what they own.

For stocks, we focus on buying understandable companies that we feel have superior earnings and are at attractive buy prices. We work to protect your principal by using a stop loss strategy for when things don’t go as expected.

Many of our clients prefer the predictability of fixed income bonds and CD’s. WealthGuard has fostered relationships with some of the best bond and fixed income trading firms in America and is constantly scouring those markets for unique income opportunities.

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