A complete list of active advisors currently associated with Guardant Wealth Advisors

Warmer can help you find a great advisor at Guardant Wealth Advisors or one who fits your needs even better.

Guardant Wealth Advisors is a registered investment adviser that offers discretionary and non-discretionary portfolio management, family office advisory, and retirement plan monitoring to a range of clients including trusts, retirement plans, and high‑net‑worth individuals. The firm’s services include investment strategy development, asset allocation, portfolio construction, and ongoing supervision, and it also works with private placements and pooled investment vehicles. GWA typically allocates assets among mutual funds, ETFs, individual debt and equity securities, privately placed securities and Independent Managers, and it employs fundamental, technical, quantitative and qualitative analysis in its investment work. The firm conducts initial and ongoing due diligence on Independent Managers, provides clients with managers’ disclosure materials, and continues to monitor manager performance and alignment with client objectives. What is atypical for an investment-manager firm, and emphasized in GWA’s brochure, is the formal selection and oversight of other advisers and sub‑advisors to manage portions of client assets, with engagements documented either between GWA and the manager or directly between the client and the manager. The firm also combines that manager-selection focus with family office services (governance, liquidity and exit planning) and recommends private collective vehicles and private investments, and it recently filed for adviser registration and expects to become eligible for SEC registration in the near term.

To learn more about the advisors currently working at Guardant Wealth Advisors, 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.