Guardant Wealth Management

At Guardant Wealth Management our approach is very different - we are an independent financial services company.  As an independent firm we are not encumbered with a limited set of investment choices for our client’s needs therefore, we have the unique ability to match your goals with the ideal investments.  

Before we begin developing your investment strategy, we take a comprehensive look at where you are today.  We then assess your investment goals, available resources, tax position, required rate of return and risk tolerance.  This research and analysis allows us to create a custom-tailored investment plan to fit your specific needs.  

Our goals are to inspire your confidence while assisting you with the cumbersome nature of managing wealth.  We are unique in that we seek those individuals who wish to make a significant difference in the lives of their families and communities around them.  We bring wisdom, experience, resources and strategic alliances together to increase your potential and opportunities.

When you team up with Guardant Wealth Management, we like to become your financial “coach”. Even the best sports stars have coaches.  We act as a coach and compass, helping position you for greater financial independence, confidence and reduced risks in your financial future.  Many of our clients are financially successful, experienced and prudent investors.  They are people who value having a financial quarterback.  They are also vibrant and engaged people who are fun to be around.