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Guaranty Private Wealth
Guaranty Private Wealth, LLC is a comprehensive wealth management platform that provides hands-on, customized guidance on all matters affecting clients'...
Overview
Guaranty Private Wealth, LLC is a comprehensive wealth management platform that provides hands-on, customized guidance on all matters affecting clients' wealth. It serves individuals and family groups as well as institutional investors, corporations, and endowments. It is a registered investment adviser in Mississippi, Tennessee, Arkansas, and Louisiana offering portfolio management and planning solutions to affluent and institutional markets.
General information
Firm type
Multi Family Office
Location
City
Ridgeland
Principals
Clayton Smith
Managing Director / Portfolio Manager
Robert Sutton
Certified Financial Planner
Gentry Martin
VP | Director of Institutional Relationships
Alison Martello
Executive Assistant & Business Development Coordinator
Gentry Martin
Portfolio Manager and Director of Institutional Relationships at Guaranty Private Wealth
Frequently asked questions
What investment stages does Guaranty Private Wealth target?
The firm's investment approach is primarily oriented toward direct private equity, real estate, and fund-of-funds strategies. It targets established companies and income-generating real estate rather than early-stage venture capital. The focus is on mature opportunities that offer stable cash flows and capital appreciation.
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