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Design. Build. Protect.

Your Financial Future




Your Financial Future

At Lifeguard Wealth, we focus on YOU: planning the broad views and deep details that shape your financial interests, managing life’s inevitable ebbs and flows, protecting your wellspring of wealth.

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Your Financial Lifeguard

As your Financial Lifeguard, we’ve got your back. Our practiced training, first-responder mindset, and fee-only, fiduciary relationship enhance your ability to thrive in financial security and independence.

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Offering Straight Advice

Plain and simple. We tell it like it is to successful attorneys, business owners and other professionals in the Bay Area and beyond. Interested in a second opinion?


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Lifeguard Wealth Articles

The Lifeguard Wealth team enjoys writing and educating clients about a whole host of topics ranging from the traditional to the unexpected. Please feel to peruse about and let us know what you think.

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INTRODUCTION TO LIFEGUARD WEALTH