Customized Wealth Strategies for Your Financial Success
How confident are you that your entire wealth plan, not just your portfolio, could sail through the next market crash, tax hike, or health shock without blinking?
With 30 years of experience managing billions of dollars for major Wall Street firms, the Guardian Rock Wealth™ team brings a deep understanding of the financial markets. We believe the market is a complex, adaptive system that requires thoughtful, personalized strategies—not one-size-fits-all solutions. Our mission is to empower individuals and families to build a secure financial future with confidence, clarity, and purpose.
We offer a range of services designed to help you build and protect your wealth, including financial planning, investment coaching, tax strategies, insurance, estate planning, and portfolio management.
Investment Management
We provide expert portfolio management and investment coaching to help you make informed decisions, optimize returns, and grow your wealth sustainably.
Money is more than a goal—it's a tool to build a fulfilling life. In Build a Life, Not a Portfolio, John Browning shares practical lessons from 30 years on Wall Street to help you align your financial plan with your personal values and long-term goals.
What You Will Uncover:
✔ The true meaning of money and how to use it wisely. ✔ The Snowflake Theory: Why every financial journey is unique. ✔ Common mistakes to avoid when building wealth. ✔ The importance of consistency and trusted guidance.
Working with Guardian Rock Wealth was a life-changing decision. We didn’t just gain a better understanding of our finances; we learned how to align our investments with our family values. Thanks to the team, we now live with greater peace of mind and confidence about the future.
Anna & Robert M., Austin, TX
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Insights to Empower Your Financial Journey
Explore our latest blog posts for practical tips, expert advice, and market insights to help you make informed financial decisions.
A client once told me about a covered wooden bridge near his childhood home. Each winter, fierce storms would shake it and rattle every board. Yet it never collapsed. As he grew older, he learned the secret. The bridge was designed with flexible joints that allowed it to bend under pressure instead of breaking.
When Marjorie ordered her usual morning latte, she did a double-take; the price was higher . . . again. This was her one thing, however small that she really enjoyed a coffee at her local coffee shop, a quiet moment alone reading a book but even that was getting more expensive. Her Social Security check would arrive on schedule, but it wouldn’t stretch quite as far. That small moment captures something much bigger: .....