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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.