Welcome to

WealthGuard Advisors

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.

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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.

Our main office is located in Placerville, California, in the foothills of the Sierra Nevada mountains between Sacramento and Tahoe. We have many clients spread throughout much of United States that we work with remotely.

Disclosures

WealthGuard Advisors, Inc. is a Registered Investment Adviser.  California Life Insurance license numbers: Casey Murdock #0F01130.

This website is a publication of WealthGuard Advisors, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Blog articles and certain content were prepared by a third-party provider. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed. A professional advisor should be consulted before implementing any of the strategies presented. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. WealthGuard Advisors, Inc. is registered as an investment advisor with the Securities and Exchange Commission and only do business in states we have notice filed. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. Our Client Privacy PolicyForm CRS.

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