GUARDIAN WEALTH STRATEGIES
Guardian Wealth Strategies is one of the leading independent, fiduciary investment firms in the Minneapolis-St. Paul, MN area. Going beyond simple wealth management, Guardian specializing in integrated financial planning – coordinating a strategic plan that optimizes the way each client's investments, taxes, estate plan and insurance work together.
Each year, Guardian helps hundreds of households, businesses and nonprofit organizations reach their goals through a thoughtful and comprehensive approach to financial planning, and providing conflict-free retirement advice.
A True Professional Partnership
At Guardian Wealth Strategies, you don't just get an advisor, you get an Advisory Team. Let Guardian show you the advantages of a true professional partnership.
- Fiduciary Advisors: Professional office of investment advisors, CPAs, attorneys and other industry professionals to serve each client. Fiduciary advice in the client’s best interest. Collaborative decisions made with thoughtful coordination. NO commission-based sales people.
- Independent and Objective: Independent, conflict-free investment management and financial planning advice. NO proprietary funds. NO revenue sharing. Commission-FREE investments. NO conflicts of interest. Transparent, easy to understand advisory fee with NO contracts.
- Clear and Transparent: Investments held at Charles Schwab, one of the industry’s largest and most trusted custodians. 24/7 access to all account details. Consolidated quarterly statements of all accounts bringing clarity to entire investment portfolio.
- In-House Investment Management: Dedicated investment committee actively monitors client portfolios leveraging technology, tax-efficient investments and strategic rebalancing. Asset location and allocation portfolio design.
- Estate Planning Integration: Fully integrated estate planning strategies reducing gaps and uncertainty. Ongoing reviews, updates and execution.
- Tax Planning Integration: In-house tax practice. CPAs working side-by-side with investment advisors to coordinate tax targets and projections.
- Retirement Income Integration: In-depth retirement income projections, implementation and oversight.
- Trusted Network: Assistance coordinating other significant life events including real estate, mortgage, insurance, banking, legal and much more.
- Better Value: Low fees. Increased efficiencies. Better outcomes.
