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Your Values

We’re in This Together

At Lifeguard Wealth, “Protecting Your Financial Future” is more than just a tagline. It drives your entire experience with us in our Culture of Client Care.

In our initial conversations, we’ll introduce you to our distinct “Value Circle Exercise,” a tool we’ve created to understand your personal goals and values, how they’ve shaped your past choices, and how we can help you more closely connect them with your future financial activities. We’ll congratulate you when your values and your wealth are well-aligned. We’re also unafraid to offer you tough love if we find you’re falling off-course from your own stated goals.