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
Strong January, Silver Shock, and Long-Term Opportunities | Weekly Market Watch
Adam and Blake Anderson from WealthGuard Advisors review January’s market performance, recent volatility in precious metals, and a few long-term investment ideas they are watching closely. In this episode: At WealthGuard Advisors, we focus on disciplined strategy, risk awareness, and helping clients stay invested with confidence through changing market conditions.
Market Resilience, Sector Rotation, and What’s Leading Next | Weekly Market Watch
Adam and Blake Anderson from WealthGuard Advisors break down the latest market activity, including recent volatility, government shutdown headlines, and what may be coming next for investors. In this episode: At WealthGuard Advisors, we focus on disciplined portfolio construction, long-term strategy, and helping clients stay invested through changing market conditions.
Is This Just Noise? A Look at Today’s Market Move | Weekly Market Watch
Adam and Blake Anderson from WealthGuard Advisors discuss today’s market pullback, what is driving the volatility, and where they see potential opportunity forming beneath the surface. In this episode: At WealthGuard Advisors, we help clients stay focused on long term strategy while navigating short term market noise.
Strong January, Silver Shock, and Long-Term Opportunities | Weekly Market Watch
Adam and Blake Anderson from WealthGuard Advisors review January’s market performance, recent volatility in precious metals, and a few long-term investment ideas they are watching closely. In this episode: At WealthGuard Advisors, we focus on disciplined strategy, risk awareness, and helping clients stay invested with confidence through changing market conditions.
Market Resilience, Sector Rotation, and What’s Leading Next | Weekly Market Watch
Adam and Blake Anderson from WealthGuard Advisors break down the latest market activity, including recent volatility, government shutdown headlines, and what may be coming next for investors. In this episode: At WealthGuard Advisors, we focus on disciplined portfolio construction, long-term strategy, and helping clients stay invested through changing market conditions.
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