Adding Value to You and Your Clients
For industry professionals (financial, insurance and tax) looking to offer asset management services to their clients, let Guardian Wealth Strategies elevate that experience for you and your client.
No longer do you need to be just another house account with a big-box vendor. Guardian can help you grow your core practice, while our team seamlessly supports your brand behind the scenes. "Investment advisory services offered by Guardian Wealth Strategies, and SEC registered investment advisor."
Looking to grow your AUM but need a professional asset manager to make you look good? Guardian Wealth Strategies streamlines the process and helps you stay focused on your strengths. We provide you with a dedicated AUM dashboard to help you better manage your clients accounts, and provide consolidated quarterly reporting for your clients.
When you are looking to retire as a financial professional, "selling" your book of clients to some other advisor is not as straight forward as it may seem. At Guardian, we have a better idea, why not offer your clients a full menu of holistic services today and partner with a fiduciary firm that will add value to both you and your clients going forward? Guardian Wealth Strategies partners with industry professional who are looking to retire. We help create a transition plan for your clients so there is no disruption in their experience.
Looking for a strategic partnership or succession plan? Reach out and let's talk about it.