A complete list of active advisors currently associated with Guardian Rock Wealth Investment Management, Inc.
Warmer can help you find a great advisor at Guardian Rock Wealth Investment Management, Inc. or one who fits your needs even better.
Guardian Rock provides investment and portfolio management and financial planning to individuals, trusts, retirement plans, and charitable organizations, serving both high-net-worth and non‑HNW clients. Its services include ongoing discretionary portfolio management as well as one-time or segmented financial planning engagements. The firm’s investment approach centers on its proprietary Advocacy Investing® strategy, which blends fundamental analysis with values‑based and governance screens to build customized, diversified portfolios (typically about 30–35 individual securities). Portfolios may include equities, mutual funds, ETFs, fixed income, options, and structured notes and are tailored to each client’s risk tolerance, tax considerations, and objectives. Compared with many peers, Guardian Rock discloses the use of client testimonials in its advertising, a practice relatively uncommon among similarly sized advisers. It also emphasizes highly customized screening and targeted model portfolios across environmental, social justice, and corporate governance themes, and discloses that a firm principal is a licensed insurance agent who may recommend or sell insurance products.
To learn more about the advisors currently working at Guardian Rock Wealth Investment Management, Inc., 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 |
|---|---|---|
Palm Springs, FL
| 33
| |
Pinehurst, NC
| 40
|
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