Multi-Family OfficeRIA · CRD 306385

Updated:

Guaranty Private Wealth

Guaranty Private Wealth, LLC is a comprehensive wealth management platform that provides hands-on, customized guidance on all matters affecting clients'...

Guaranty Private Wealth

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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