Company Overview
- Headquarters
- 6465 Wayzata Blvd, Suite 230, St. Louis Park MN
- Website
- myguardianwealth.com
- Phone
- (952) 746-1746
- Employees
- 14
- Founded in
- 2013
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Guardian Wealth Strategies
Guardian Wealth Strategies is a Minneapolis-based wealth management firm. The company is a privately held organization with 14 employees. Guardian Wealth Strategies specializes in Integrated Financial Planning, which involves creating a comprehensive strategy that optimizes a client's investments, taxes, estate planning, and insurance. They serve a diverse clientele including individuals, businesses, and nonprofit organizations. As an independent, fee-only fiduciary, Guardian Wealth Strategies prioritizes transparency and acting in their clients' best interests. Their approach is characterized by a thoughtful and comprehensive methodology tailored to each client's unique financial planning needs. For more information about Guardian Wealth Strategies, visit their website at myguardianwealth.com.
Company Leadership
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
10M | 35 | Dallas, TX | 1961 | |
10M | 23 | San Francisco, CA | ||
10M | 1 | Miami Beach, FL | ||
10M | 7 | Burr Ridge, IL | 2012 | |
10M | 1 | Cheyenne, WY | 1953 |