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.
Proprietary Portfolios
At WealthGuard Advisors, we build and manage custom portfolios tailored to your individual objectives. By aligning each investment strategy with your risk tolerance and long-term goals, our in-house team provides a disciplined, transparent approach to wealth management. This ensures your portfolio remains flexible, cost-efficient, and positioned for your financial future.
We Are Client Centered
Join Adam and Blake for our weekly video series bringing you the latest news and valuable insights into the current state of the market.
Our Latest Insights
Time in the Market Beats Timing the Market — LLY & DAVE Stock Discussion | Weekly Market Watch
Adam and Blake Anderson from WealthGuard Advisors break down a week of market volatility and two stocks that tell very different stories about investing. In this episode: At WealthGuard Advisors, we’re fiduciaries dedicated to transparent, fee-only advice that keeps your goals at the center of your plan.
Is the Market Too High? What Smart Investors Watch For | Special Report
Adam and Blake Anderson from WealthGuard Advisors tackle one of the most common investor questions right now:“The market’s at all-time highs — should I be getting out?” In this episode: At WealthGuard Advisors, we’re fiduciaries committed to personalized financial planning and evidence-based investment management.
Is investment planning keeping you up at night?
If you’re holding a significant amount of cash in the bank, even exceeding FDIC insurance limits, you’re not alone. Many conservative investors have chosen to sit on the sidelines lately, unsure of where the markets are heading and hesitant to take on unnecessary risk.
Time in the Market Beats Timing the Market — LLY & DAVE Stock Discussion | Weekly Market Watch
Adam and Blake Anderson from WealthGuard Advisors break down a week of market volatility and two stocks that tell very different stories about investing. In this episode: At WealthGuard Advisors, we’re fiduciaries dedicated to transparent, fee-only advice that keeps your goals at the center of your plan.
Is the Market Too High? What Smart Investors Watch For | Special Report
Adam and Blake Anderson from WealthGuard Advisors tackle one of the most common investor questions right now:“The market’s at all-time highs — should I be getting out?” In this episode: At WealthGuard Advisors, we’re fiduciaries committed to personalized financial planning and evidence-based investment management.
Let's get started
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