How Guardian Rock Can Help
Our Financial Plans
We build lives supported by the consistent execution of well-designed, comprehensive financial plans.
Personal Customization
We listen and customize wealth strategies for individuals, families, and organizations who do not have the time, expertise, or desire to do this on their own.
Our History
We leverage the secrets, strategies, and tactics gained from three decades of portfolio management on Wall Street.
Personal Calls
At Guardian Rock, you will find no salespeople, only advocates, partners, and fiduciaries. When you call on us you will not be placed into a robotic queue. You will talk to someone directly or we will call you back in a reasonable period of time.
Virtual and Connected
We are fully virtual and yet will take the time to come to you in person or you can come to us. Whatever is easier for you.
Our Customers
We proudly serve clients across the United States including Chicago and the Chicagoland suburbs of Illinois, Hawaii, North Carolina, Florida, and Colorado.
Build a Life, Not Just a Portfolio
We are here to help you build your life, not just a portfolio. We wrote an Amazon best-selling book about exactly that.
“In the grand scheme of things, money is simply a tool. When money is in the hands of a skilled user, it can be used to potentially create wonderful outcomes. Its significance is only to the extent that it allows you to enjoy what is important to you. Not worrying about your finances is critical to having a life the excites you, nurtures those you love, and fulfills your highest aspirations.” These are the words from the author. His decades of experience on Wall Street and helping people plan their financial future has given him the insight and wisdom others only dream of having. Through these pages, he shares what he’s learned so you can ensure your financial plan lines up with your deepest values. In this book, you will learn
- What Does Money Mean to You?
- The Snowflake Theory
- How to Avoid Common Mistakes
- Why You Should Trust a Financial Advisor
- How to Understand Your Own Values
- The Key to Consistency
- And so much more
Recent Articles
Episode 145: Chapter 4 – Your Plan of Action
December 2022 Market Update
Episode 144: Chapter 3 – The Snowflake Theory
Episode 143: Chapter 2 – Understanding Your Values
Resolve and Simplify
In a world overwhelmed by noise and distraction, we seek to resolve and simplify but not oversimplify.
Human based Automation
In a world of automation and mass production, we are technologically enabled, providing for a full virtual experience while maintaining the human element to create the investor experience you want and need.
Clarity and Outcomes
In a world lost to opinion and commentary, we look to deliver clarity and outcomes explicitly designed for your life.
