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Our philosophy is simple: provide superior investment solutions, expert wealth advice and consistent relationship management.


Lifeguard Wealth was founded with the vision of providing a unique proposition — one based on integrity, trust, professionalism, discipline and partnership. We believe no professional relationship is more intimate than that of advising on the investment of accumulated wealth. We have created a better experience for our clients with our highly individualized wealth services, uniquely tailored to each client’s needs. In the face of ever-changing global markets, think of us as your financial lifeguard — ensuring all aspects of your financial life are covered and addressed.


We appreciate you taking the time to explore our website. We hope you will explore it further to learn more about our services and how they may benefit you.



“Being in control of your finances is a great stress-reliever.”

— Joe Delaney

We have helped many clients pick up the pieces of broken plans to get on the right path to financial success. We wrote an investor guide, titled How to Choose the Right Wealth Manager, to help investors make the right choice the first time. Click the button below to learn more about the Investor Guide.

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