Our Process

How We Manage Money

WealthGuard Advisors takes a different approach to money management. Unlike many advisors that use third parties or mutual fund allocations, we manage your money in house. This helps keep costs down and allows clients to be close to the investment decision process.

This provides flexibility to make changes quickly if needed. We’ve found that clients have more confidence when they know what they own.

For some clients we use stock options strategies to hedge risk, provide additional income or add greater growth opportunities.

For stocks, we focus on buying understandable companies that we feel have superior earnings and are at attractive buy prices. We work to protect your principal by using a stop loss strategy for when things don’t go as expected.

Many of our clients prefer the predictability of fixed income bonds and CD’s. WealthGuard has fostered relationships with some of the best bond and fixed income trading firms in America and is constantly scouring those markets for unique income opportunities.

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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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