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Guardian Wealth Strategies, LLC
Guardian Wealth Strategies, LLC is an SEC-registered investment adviser in Minneapolis, MN, registered since 2016. The firm manages approximately $1.1 billion...
Guardian Wealth Strategies, LLC
Guardian Wealth Strategies, LLC is an SEC-registered investment adviser in Minneapolis, MN, registered since 2016. The firm manages approximately $1.1 billion in assets. It has 11 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
Is Guardian Wealth Strategies a single-family office or multi-family office?
Guardian Wealth Strategies operates as a multi-family office, serving multiple high-net-worth families and individuals rather than a single family. As a registered investment adviser, it manages wealth for clients with distinct financial goals and tax situations.
What services does Guardian Wealth Strategies offer beyond investment management?
The firm provides comprehensive wealth management services including financial planning, retirement income planning, tax strategy, estate planning, and generational wealth transfer. These services align with its multi-family office structure.
What type of clients does Guardian Wealth Strategies serve?
Public records describe the firm's client base as high-net-worth individuals and families. Its services are tailored to clients with substantial investable assets requiring estate and tax planning.
How is Guardian Wealth Strategies regulated?
Guardian Wealth Strategies is a registered investment adviser with the SEC, operating as Guardian Wealth Strategies, LLC. Its registration and filings are publicly available via the SEC's Investment Adviser Public Disclosure system.
What is the investment philosophy of Guardian Wealth Strategies?
The firm focuses on preserving and growing multi-generational capital through a mix of asset classes including stocks, bonds, real estate, and alternative investments. Its investment philosophy emphasizes risk management and tax efficiency.
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