A complete list of active advisors currently associated with Wealthguard Advisors, Inc.

Warmer can help you find a great advisor at Wealthguard Advisors, Inc. or one who fits your needs even better.

WealthGuard Advisors provides investment advisory services to high‑net‑worth and individual clients, as well as charitable organizations and corporations, offering portfolio management, financial planning, and consulting. Services include both discretionary and non‑discretionary portfolio management, standalone or included financial planning, and recommendations or selection of third‑party money managers. The firm’s approach is tailored to client objectives and is primarily long‑term focused, but it may employ a range of analytical methods (fundamental, technical, charting, cyclical) and trading strategies, including periodic frequent trading, margin use, and options transactions where suitable. WealthGuard monitors accounts on an ongoing basis, rebalances portfolios as conditions change, and provides complementary broad‑based financial planning to portfolio management clients. WealthGuard’s explicit use of derivatives — including options, warrants, option‑writing and margin strategies — within separately managed accounts is uncommon among supported firms and is a notable aspect of its investment capabilities. The firm operates with a small advisory team managing roughly $172 million across about 390 clients and serves as the primary client relationship manager while introducing and overseeing third‑party money managers.

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