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Connect with Lifeguard Wealth

You are not your money. As a pre-retiree professional, such as an attorney, tech industry executive, or business owner, you’ve worked hard to earn what you have—but you are more than a portfolio. It’s your values, experiences, hopes, and dreams that make you who you are.

Are you driven to live your best life?

You’re in the right place.


Let’s talk about your values.

Your entire experience with Lifeguard Wealth is driven by a culture of client care that is values first, money second.

Coming from another advisor? Signal S.O.S.

Get a second opinion. Part of our life planning process, our Second Opinion Service offers you a fresh perspective on your financial health.

Our Process

Your dreams, passions and goals.

Our pleasure to serve.

Schedule a Call

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