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Independent Wealth Management

Independent Wealth Management

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.

We have found that clients have more confidence when they know what they own. We focus on buying understandable companies that we feel have superior earnings and are at attractive buy prices. 

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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Our Promise

We are committed to transparency and integrity. We enhance years of experience with cutting edge technology and industry leading security. 

Our History

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

Our Values

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

Our Team

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