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Wealth Management

Account Setup & Implementation

Before you sign an Agreement with Guardian Wealth Advisors, you will need to select a custodian. It is our experience that fees such as transaction costs are a determining factor in overall portfolio performance and should be scrutinized. Recommendations of custodians are available upon request.

After selecting an investment strategy, Guardian Wealth Advisors then chooses the investment vehicles for your personalized plan. Each personalized plan is based on one of five targeted strategies: Generally, stocks, exchange-traded funds (ETFs), and mutual funds are used to meet the equity holding positions of the portfolio, while various types of fixed income securities, including US government or agency securities, municipal securities, certificates of deposits, ETFs and mutual funds are used to meet the fixed income holding positions. Guardian Wealth Advisors will facilitate trades with your custodian.

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