A globally distributed team of certified financial planners, investment strategists, and technology innovators dedicated to one mission: securing your future.
Former VP at Fidelity with 18+ years in wealth management. Elena leads our strategic vision and client-first culture.
CFA charterholder and macro-economy expert. Marcus oversees portfolio construction and global asset allocation strategies.
CPA with deep expertise in regulatory compliance and financial systems optimization. Ensures operational excellence.
Former UX lead at a Fortune 500 fintech. Alex bridges the gap between complex finance and intuitive client journeys.
CFP® specializing in high-net-worth families, education funding, and tax-efficient investment strategies.
Quantitative analyst with 10 years in institutional portfolio management. Focuses on ESG and alternative assets.
Helps professionals navigate 401(k) rollovers, pension optimization, and sustainable withdrawal strategies.
CPA and estate planner designing legacy preservation structures and charitable giving frameworks.
Former SEC regulator with expertise in market volatility modeling and portfolio stress testing.
Ensures WealthGuard maintains the highest standards of fiduciary duty and regulatory adherence.
We believe financial success is built on trust, transparency, and relentless dedication to our clients' goals.
We legally and ethically prioritize your interests above all else. Every recommendation is made with your long-term prosperity in mind.
Markets evolve, regulations change, and technology advances. Our team pursues ongoing certification and hosts weekly knowledge sessions.
Complex financial goals require diverse expertise. Our advisors, analysts, and technologists work as one unified team for every client.
We're always looking for driven, empathetic, and analytical minds to join our growing team. Whether you're an experienced advisor or a tech innovator, there's a place for you at WealthGuard.