INDEPENDENT FIDUCIARY | INVESTMENT MANAGEMENT | ESG INVESTING
A Refreshing Approach to Wealth Management
For a better understanding of our process and our values, you can request a copy of the book “Build a Life, Not a Portfolio: A Guide to Your Financial Future Based on Your Personal Values.” For a free copy make your request here
Guardian Rock Wealth approaches the individual, from a point of relationship and common understanding.
In a world of automation and mass production, Guardian Rock seeks to customize.
We listen first to gain an understanding.
We seek to find clarity not just about what you want to accomplish but more importantly, the values behind your wishes.
In a world lost to opinion and commentary, Guardian Rock attempts to deliver defined outcomes.
We understand that no matter what opinions there are in the current market, you have specific objectives to accomplish.
We customize solutions to work towards accomplishing those specific objectives.
In a world overwhelmed by noise and distraction, Guardian Rock seeks to focus and simplify.
We mitigate and/or explain financial jargon.
We look to answer current questions and those you possibly never knew you had.
Guardian Rock seeks intention and purpose through relationships and results.
Strategic Partnerships & Services
- Tax consultation
- Estate Planning (trust and will)
- Private Placement
- Direct Investments
- Insurance Needs Consultation
- Cash management are all part of our strategic partnerships that we can bring to you.
- Complete due diligence, analysis, and management of aggregated assets and liabilities.
- Annuities and add Risk Management
- Financial Advisory
- Wealth Management
- Comprehensive financial and life planning
- Retirement Planning
- College Savings
- Goal-Based Planning
- Holistic asset management including debt and cash management planned spending, giving, and more, including Advocacy Investing® for qualified accounts.
- 401(k), 403(b), Pension Plans, SEP IRA, SIMPLE IRA, Traditional IRA, and Roth account management
Fee-based, tiered according to account size. See our fees here.
The team’s experiences and skillsets built over decades, are both technical and dynamic, covering the scope of investment management and financial planning. The team’s expertise includes knowledge and understanding of the fixed income and equity markets as well as the prudent use of alternative investments. Tax, estate planning, and insurance are always part of our discussions.
A careful analysis of many packaged products reveals significant added fees and other charges that are often without merit. Having spent decades in large Wall Street firms we are able to eliminate or mitigate many of these excess costs, adding value to the client relationship. The team has extensive experience with products like Mutual Funds, Unit Trusts, Structured Products, Exchange Traded Funds (ETFs), as well as futures and options strategies. We have designed and managed more than $157 billion in assets throughout our careers. Working directly on these types of investments through many different market cycles has given us unique insight into what costs are prudent and necessary versus those that are not.