Wealth Management

We believe wealth is more than just the accumulation of money and resources. It is the measure of your quality of life and all the things that bring you joy and happiness: family, home, travel, adventure, hobbies and ways you give back to your community. Regardless of what wealth means to you, your finances play a strong role in your ability to relax and enjoy your life. While money is not an end in itself, it certainly is a means to an end. Whatever your personal goals and dreams are, you need a solid financial plan in place to make wise decisions about your money that will enable you to achieve them.

A trusted advisor is an invaluable investment in your financial future. Real wealth management is a comprehensive, expert approach that addresses your entire financial picture. This is where Lifeguard Wealth comes in. We begin each client relationship with a “discovery meeting,” then progress through a series of planning and check-in sessions to help us most efficiently advise you on your money. It is an ongoing process and journey we undertake together.

“I don’t look to jump over 7-foot bars: I look for 1-foot bars to step over.”

— Warren Buffett American business magnate, investor and philanthropist