facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck



Strategic Alliances





Independent Insights, Collaborative Care.


To fortify our wealth solutions, Lifeguard Wealth collaborates with a select network of professional providers while remaining fiercely independent as we serve our clients’ highest financial interests.


The BAM ALLIANCE – Lifeguard Wealth is a proud member of The BAM ALLIANCE, a national network of more than 130 independent Registered Investment Advisor firms who are collectively and individually dedicated to delivering on the promise of true wealth management.



Fund Managers – For constructing client portfolios, we typically turn to several fund managers who have been pioneers in developing disciplined, evidence-based investment strategies. These include Dimensional Fund Advisors, AQR, Bridgeway Capital Management, and Stoneridge. However, as our clients’ fee-only, fiduciary advocate, we receive no compensation for recommending one investment over another. Whenever we feel a different investment is in your highest interest, we will recommend it.

Schwab Institutional – Schwab is a recognized asset custody leader and currently our preferred account custodian. With your permission as our client, we establish a limited power of attorney to manage your accounts on your behalf. However, you remain in control of your accounts, held by a custodian who reports directly to you.