A complete list of active advisors currently associated with Guaranty Private Wealth
Warmer can help you find a great advisor at Guaranty Private Wealth or one who fits your needs even better.
Guaranty Private Wealth serves individuals and family groups as well as institutional investors, corporations and endowments, providing discretionary and non‑discretionary asset and investment management, financial planning, sub‑advisory services, and ERISA plan consulting. The firm also offers educational seminars to non‑discretionary group retirement plan clients at no additional fee and includes a Certified Financial Planner on staff for comprehensive planning work. The firm takes a customized, goal‑based approach rather than relying on predefined model portfolios, applying a top‑down allocation process that separates near‑term liquidity, mid‑term income, and long‑term growth objectives. Described strategies include Tactical Opportunities and Core Growth approaches that may incorporate options and a range of alternative assets (private equity, real estate, commodities) alongside equities, fixed income and cash, and clients may engage the firm on either a discretionary or non‑discretionary basis. Guaranty Private Wealth is notable for its ownership and affiliation structure: its sole member is Guaranty Investment Corp., which is owned by Guaranty Bank and Trust Company, creating formal ties to a bank and related trust and holding‑company affiliates that are uncommon among firms its size. The firm operates with a small advisory team (three advisors in the brochure) managing approximately $86.5 million in regulatory assets, provides ERISA 3(21) limited‑scope plan services and sub‑advisory arrangements, and uses alternative and derivatives‑enabled strategies that are less common among peers.
To learn more about the advisors currently working at Guaranty Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ridgeland, MS
| —
| |
Ridgeland, MS
| 20
| |
Ridgeland, MS
| 15
|
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