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Imagine having the freedom to live your best life

You can make your dreams a reality. Lifeguard Wealth will help you craft your unique vision, create a plan to pursue it, and guard it against whatever might be in the way.

Your Financial Lifeguard

Every good plan for life needs protection.

As your Financial Lifeguard, we are vigilant in keeping watch to guard you against threats to realizing your vision. Our sole interest as your fee-only fiduciary partner is in helping you thrive.

Advice for Life

Get the help you need to reach your life goals.

You may be a successful attorney, technology industry professional, or business owner. Whatever the source of your wealth, our passion is to channel it into what matters most to you.


(noun) : a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust

(adjective) : of, relating to, or involving a confidence or trust

Your Financial Lifeguard is on duty.

Lifeguard Wealth offers you more than a traditional financial advising firm.

Using the EVOKE process, we help you develop a guiding vision for personal wellness, family support, community impact and legacy, and help you create a plan to fulfill that vision. Then, we provide our wealth management services to bring your dreams to life.

Protecting Your Financial Future

Wealth Enhancement

Enabling your dreams through evidence-based investing, tax mitigation and financial planning

Wealth Protection

Guarding the plan
with comprehensive insurance review and oversight

Wealth Transfer

Guiding your future
with estate review and planning support

Charitable Planning

Empowering you
to make an impact with philanthropic advising

Your strategy begins with you.

You’ll find no one-size-fits-all financial strategy here.

At Lifeguard Wealth, we take an evidence-based, holistic approach to design, build and protect each client’s individual Life Plan. What to expect from this approach is entirely up to you—your dreams for yourself, desires for your family, and the impact you want to make on this world.

Schedule your no-obligation 30-minute call.

Consult Our Library

As your fiduciary partner, we’re interested in working with you to achieve your goals.

It is our pleasure to freely share our knowledge with you whether or not you choose to join our family as a Lifeguard Wealth client. Please enjoy our library of resources.

Our Partners

It takes a village to deliver outstanding wealth management services to our clients. Here is a list of some of our power partners that deliver for you.