Independent advisors
Promoting your success
WealthGuard Advisors is devoted to building and protecting your wealth through custom investment management services. As independent advisors we carefully analyze your unique situation, explore all of the options available, and create an investment plan tailored to your needs.
Protect What Matters most
When considering your greatest goals in life, you probably don’t think in terms of dollars and cents. You envision the things that are most important to you – the person you will become, the people you love, and the comfort and security that you would like to enjoy. Money is simply a tool to smooth the road.
A Personal Touch
At WealthGuard Advisors, we manage your investments in-house, keeping costs low and giving you direct insight into your portfolio. This hands-on approach ensures flexibility and quick adjustments, so you can invest with confidence, knowing exactly what you own.
We Are Client Centered
Our Latest Insights
Should I Give My Kid an Allowance?
All good parents want to help their children succeed. In my role as a Certified Financial Planner™, that usually involves helping parents establish college savings plans or helping grandparents plan out larger gifts as part of their estate plan. A few month ago however, I met with a parent who
Maximizing Your STRS, PERS, FERS, or Other Pension: Strategies for Retirement Success!
If you are participating in a pension and want to make the most of it, I’ve outlined a few things you’ll want to consider. Pensions play a significant role in securing your financial stability during the golden years. Whether you’re a teacher, a government employee, or a federal worker, pension
The Best Financial Tool: Budgeting
As a Financial Planner, I often have to remind people that tools like investments, tax-planning, and insurance, can only go so far in securing your financial future. Instead, the by-far most important tool you have to meet your needs and prepare for your future is budgeting. But what exactly is
Should I Give My Kid an Allowance?
All good parents want to help their children succeed. In my role as a Certified Financial Planner™, that usually involves helping parents establish college savings plans or helping grandparents plan out larger gifts as part of their estate plan. A few month ago however, I met with a parent who
Maximizing Your STRS, PERS, FERS, or Other Pension: Strategies for Retirement Success!
If you are participating in a pension and want to make the most of it, I’ve outlined a few things you’ll want to consider. Pensions play a significant role in securing your financial stability during the golden years. Whether you’re a teacher, a government employee, or a federal worker, pension
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Our team is ready to work with you towards your financial goals and dreams.
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496 Main St, Placerville, CA 95667
Monday – Friday | 8am – 4:30pm