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, LLC provides discretionary and non‑discretionary investment management, financial planning (from wellness consultations to advanced wealth planning) and ERISA-related retirement plan services, including acting as a limited‑scope ERISA 3(21) fiduciary. The firm’s brochure reports roughly $86.5 million in regulatory assets under management and an additional $84.4 million in assets under advisement as of December 31, 2025, and its three registered investment adviser representatives serve both individual/family clients and institutional plan sponsors. The firm describes a customized, goal‑based investment process that does not rely on predefined model portfolios: it begins with a top‑down assessment of macro conditions, sets near‑, mid‑ and long‑term liquidity and income buckets, and constructs portfolios from equities, fixed income, cash and alternatives to match client risk profiles. Guaranty’s strategy menu includes Tactical Opportunities, Core Growth and Diversified Income approaches and the brochure specifically notes use of derivatives (for example, options) and alternative credit/private debt instruments as part of its strategies for sophisticated investors. Guaranty Private Wealth is affiliated with a banking and trust complex — its sole member is Guaranty Investment Corp., a subsidiary of Guaranty Bank and Trust Company — a corporate structure and bank/trust affiliation the firm discloses in detail. The firm also offers no‑additional‑fee educational seminars to retirement plan clients and emphasizes individualized investment policy statements and quarterly monitoring, while disclosing that certain separately managed account strategies may involve derivatives and the use of borrowing.
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
| 4
| |
Ridgeland, MS
| 21
| |
Ridgeland, MS
| 15
|
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