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 serves individuals — including high net worth clients — as well as charitable organizations and corporations, providing discretionary and non‑discretionary portfolio management, financial planning (complimentary when paired with portfolio management), and advisory consulting. The firm also recommends and oversees third‑party money managers and offers plan‑level services for employee benefit plans subject to ERISA. The firm’s investment approach is primarily long‑term focused but explicitly permits shorter‑term trading when suitable to client objectives, and it applies a mix of analytical methods including modern portfolio theory, fundamental, technical and charting analysis. Portfolios are customized and monitored on an ongoing basis, and the firm may employ margin, options contracts and option‑writing strategies — including the use of derivatives in separately managed accounts — to implement client strategies. Compared with peers, WealthGuard’s explicit use of derivatives and option‑writing within separately managed accounts is a notable distinction, as is the firm’s recent disclosure addressing risks of private placement partnerships, indicating engagement with less liquid or complex investments. The firm operates with a small advisory team overseeing over $170 million in client assets and integrates third‑party manager oversight with its own ongoing monitoring and client reporting.

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.