Wealth Guardian Advisory, PLLC

Wealth Guardian Advisory, PLLC provides personalized financial planning and discretionary investment management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm offers ongoing asset management plus security‑selection consultations and tiered financial planning engagements delivered as hourly, fixed‑fee modules, or comprehensive multi‑module plans.

Portfolios are generally managed on a discretionary basis under documented Investment Policy Statements, with investment decisions informed by fundamental, technical, and cyclical analysis and subject to quarterly reviews and ad hoc updates. The firm delivers its WealthSolutions and WealthMAX comprehensive plans on a fixed‑fee schedule (with staged payments and delivery timelines) and also provides hourly and fixed‑fee consultation options; it does not impose an account minimum.

The firm’s profile is distinctive for its principal’s ownership of multiple affiliated businesses that provide insurance brokerage, tax preparation (including an Enrolled Agent role), and legal document preparation for wills, trusts, powers of attorney—activities the brochure discloses consume substantial portions of the principal’s time (for example, legal document services are reported at about half of the principal’s time). These affiliations and any resulting compensation are disclosed as potential conflicts of interest and the firm states it relies on fiduciary duties, client disclosure, and clients’ ability to use other providers to mitigate those conflicts; the firm also does not vote client proxies and clients receive proxy materials directly.