--- title: About description: Synchronize tradition and innovation with Guardian Wealth Management, offering personalized wealth strategies that blend Old School principles with New School efficiency for long-term financial success. --- [![GWM-New-Logo-Negative](https://www.investgwm.com/hs-fs/hubfs/GWM-New-Logo-Negative.png?width=275&height=75&name=GWM-New-Logo-Negative.png "GWM-New-Logo-Negative")](https://www.investgwm.com/?hsLang=en) [CLIENT LOGIN](https://www.investgwm.com/portals/client-access?hsLang=en) - [HOME](https://www.investgwm.com) - [ABOUT](https://www.investgwm.com/about) - [Our Story](https://www.investgwm.com/about#our-story) - [Our Mission](https://www.investgwm.com/about#our-mission) - [Our Values](https://www.investgwm.com/about#our-values) - [Team](https://www.investgwm.com/about#your-team) - [SERVICES](https://www.investgwm.com/services) - [Our Specialty](https://www.investgwm.com/services#our-specialty) - [Our Solutions](https://www.investgwm.com/services#building-blocks) - [Our Approach](https://www.investgwm.com/services#our-approach) - [EDUCATION](https://www.investgwm.com/blog) - [CONTACT US](https://www.investgwm.com/contact-us) [![GWM-New-Color-Logo](https://www.investgwm.com/hs-fs/hubfs/GWM-New-Color-Logo.png?width=225&height=61&name=GWM-New-Color-Logo.png "GWM-New-Color-Logo")](https://www.investgwm.com/?hsLang=en) [CLIENT LOGIN](https://www.investgwm.com/portals/client-access?hsLang=en) [![GWM-New-Color-Logo](https://www.investgwm.com/hs-fs/hubfs/GWM-New-Color-Logo.png?width=275&height=75&name=GWM-New-Color-Logo.png "GWM-New-Color-Logo")](https://www.investgwm.com/?hsLang=en) [CLIENT LOGIN](https://www.investgwm.com/portals/client-access?hsLang=en) - [HOME](https://www.investgwm.com) - [ABOUT](https://www.investgwm.com/about) - [Our Story](https://www.investgwm.com/about#our-story) - [Our Mission](https://www.investgwm.com/about#our-mission) - [Our Values](https://www.investgwm.com/about#our-values) - [Team](https://www.investgwm.com/about#your-team) - [SERVICES](https://www.investgwm.com/services) - [Our Specialty](https://www.investgwm.com/services#our-specialty) - [Our Solutions](https://www.investgwm.com/services#building-blocks) - [Our Approach](https://www.investgwm.com/services#our-approach) - [EDUCATION](https://www.investgwm.com/blog) - [CONTACT US](https://www.investgwm.com/contact-us) [![GWM-New-Color-Logo](https://www.investgwm.com/hs-fs/hubfs/GWM-New-Color-Logo.png?width=225&height=61&name=GWM-New-Color-Logo.png "GWM-New-Color-Logo")](https://www.investgwm.com/?hsLang=en) [CLIENT LOGIN](https://www.investgwm.com/portals/client-access?hsLang=en) - [HOME](https://www.investgwm.com) - [ABOUT](https://www.investgwm.com/about) - [SERVICES](https://www.investgwm.com/services) - [EDUCATION](https://www.investgwm.com/blog) - [CONTACT US](https://www.investgwm.com/contact-us) - [CLIENT LOGIN](https://www.investgwm.com/portals/client-access) [SCHEDULE A CALL](https://calendly.com/guardianwealthmanagement/intro-call) # BEST OF BOTH WORLDS ##### Synchronizing tradition and innovation for resilient, forward-looking wealth strategies that meet the diverse needs of today's investor. [![LET'S TALK](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/45891476/interactive-166195940423.png)](https://www.investgwm.com/hs/cta/wi/redirect?encryptedPayload=AVxigLJyhYP80oFWEHtiONjGtGkoxBfJ4zX6XkGsi%2FzWdNXTzb97z%2BFlS4TDQ8t98pP%2BHXxNWVAIPX58Tz%2B3Wul4rzsk0gixV0WOA1fXwV8n2s70F9tzz%2BGRSK%2FYKG0yhh2xLOdpdw9NTBCGlBKl7loCh4yfB1VcXqHLriwXG62nzJsK7iukfB4e7MeCzOUk%2FbOZLsGMBgcH19n6ClhY&webInteractiveContentId=166195940423&portalId=45891476&hsLang=en) ###### GUARDIAN WEALTH MANAGEMENT ## OLD SCHOOL MEETS NEW SCHOOL ##### In wealth management, the Old School approach focuses on long-term growth through diversification, blue-chip stocks, bonds, and enduring market cycles. The New School emphasizes innovation, behavioral finance to decode investor biases, new tech for efficient portfolio management, and personalization catering to individual client goals. ##### Guardian believes merging Old School's strong risk management with the New School's efficiency and adaptability can help create superior wealth management strategies. ![](https://www.investgwm.com/hubfs/T-2.png) ###### OUR STORY ## THE GUARDIAN SAGA ##### Father-and-son Todd and Colby Berg team up to reinvigorate wealth and investment management. Todd's wealth of experience and dedication to traditional strategies mesh seamlessly with Colby's innovative mindset and fresh ideas, creating a formidable duo grounded in fundamental investment principles. ###### OUR MISSION ## WEALTH PRESERVATION ##### Long-term wealth doesn't just happen; it takes a personalized plan, proactive asset management, and the right team. At Guardian, we strive to be that team, providing objective advice and helping you weather any financial storm while keeping your long game in sight. ![GWM\_About-Page\_Mission](https://www.investgwm.com/hubfs/GWM_About-Page_Mission.png) ## OUR VALUES ##### Your wealth is more than just numbers on a spreadsheet; it's a reflection of your hard work and your aspirations for the future. We zoom out to see your whole life picture, then we zoom in to create a precise roadmap with you. With Guardian in your corner, your goals aren't just wishes—they're the plan. ![GWM\_About\_Values\_Our-Priority](https://www.investgwm.com/hubfs/GWM_About_Values_Our-Priority.png) ###### OUR PRIORITY ## CLIENT FIRST ##### As fiduciaries, we are committed to prioritizing your best interests. Our dedication lies in providing solutions that help generate the most favorable long-term outcomes for our clients. Simple as that. ![GWM\_About\_Values\_Our-Strategies](https://www.investgwm.com/hubfs/GWM_About_Values_Our-Strategies.png) ###### OUR STRATEGIES ## PERSONALIZED ##### In a world of one-size-fits-all financial advice, we offer custom wealth and investment management. Like a master tailor crafting the perfect suit, our team designs a bespoke financial strategy for the perfect fit. ![GWM\_About\_Values\_Our-Services](https://www.investgwm.com/hubfs/GWM_About_Values_Our-Services.png) ###### OUR SERVICE ## WHITE GLOVE ##### Tired of feeling unsure or unclear about your investment plan? Our hands-on approach is here to make you feel fully supported, well-informed, and confident in your financial decisions. ## YOUR TEAM ##### Two generations, one dynamic team. We're a powerhouse combo of experience, savvy, and forward-thinking. With a solid 75 combined years in the game, we have the know-how to steer you in the right direction while watching your investments with eagle eyes. We're here to cut through the finance fluff, make your wealth journey crystal clear, and be the ally you need to help solidify your long-term financial plan. #### Todd Berg, ChFC® Founder / Wealth Advisor       [→ Read Bio](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect?encryptedPayload=AVxigLIjrz0MkZ%2BW755r7zkSFdr%2BYt%2FgnbGdbv9qThud3VTM0YtrGlNUj83dhAiZqHM0YDiKWWLIW%2BirnJ9EIWiyCNBMFSn3MWWsC7g2DlxgM1256URk5Gp4Hz9aVLjvsYXg428sBV8PzbRw1LMnK6KVJLUSpw%3D%3D&webInteractiveContentId=166082598834&portalId=45891476) [tel:+13853554455](tel:+13853554455) [mailto:info@investgwm.com](mailto:info@investgwm.com) #### Colby Berg, CFP® Wealth Advisor       [→ Read Bio](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect?encryptedPayload=AVxigLIjrz0MkZ%2BW755r7zkSFdr%2BYt%2FgnbGdbv9qThud3VTM0YtrGlNUj83dhAiZqHM0YDiKWWLIW%2BirnJ9EIWiyCNBMFSn3MWWsC7g2DlxgM1256URk5Gp4Hz9aVLjvsYXg428sBV8PzbRw1LMnK6KVJLUSpw%3D%3D&webInteractiveContentId=166082598834&portalId=45891476) [tel:+13853554455](tel:+13853554455) [mailto:info@investgwm.com](mailto:info@investgwm.com) #### Brian Barton Wealth Advisor       [→ Read Bio](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect)   [tel:+13853554455](tel:+13853554455) [mailto:info@investgwm.com](mailto:info@investgwm.com) ###### OUR APPROACH ## OBJECTIVE ADVICE ##### We are fee-only fiduciaries, meaning we earn only from the fee you pay us, and we're legally bound to prioritize your interests. If your investments do well, we benefit. If they don't perform well, we make less. Plain and simple. ##### Fee-only vs. Fee-based: [What's the difference?](https://www.investgwm.com/blog-post/fee-only-vs-fee-based-whats-the-difference?hsLang=en) ##### "A fisherman's success relies on the right bait, gear, and understanding the waters. Similarly, an investor must choose strategies wisely and adjust them appropriately to grow wealth. Like fishermen adjusting to changing conditions, investors must be adaptable and evolve their strategies. With the correct approach—and a little patience, both can achieve a bountiful catch." Colby Berg, CFP® | Wealth Advisor ## ENOUGH ABOUT US. WHAT'S YOUR STORY? ##### We'd love to get to know you—even if just for a chat. [![LET'S TALK](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/45891476/interactive-166200893070.png)](https://www.investgwm.com/hs/cta/wi/redirect?encryptedPayload=AVxigLJWjBKV8AEPOKIPLlhxOHIq8xIVm7yP1vNcfLVmu9B%2B4Av90upmIKZKm3BsJYi8piRzXZC3iLqg7vw7Dh%2FpYkbrrj67yEvSlgr%2FwqbHMrsO9Q7iCjmUda4TP6He3%2BZ9OSobZDhMTEL%2FVtFdsm9fTTLf862VAAQbhcP%2FYv41BRQ1h0yo9Ce5kBFXk4GaOYX3ayHwk3GdpPC5Q0v5&webInteractiveContentId=166200893070&portalId=45891476&hsLang=en) [![GWM-New-Logo-Negative](https://www.investgwm.com/hs-fs/hubfs/GWM-New-Logo-Negative.png?width=225&height=61&name=GWM-New-Logo-Negative.png "GWM-New-Logo-Negative")](https://www.investgwm.com/?hsLang=en) ##### ABOUT ABOUT - [Our Story](https://www.investgwm.com/about#our-story) - [Our Mission](https://www.investgwm.com/about#our-mission) - [Our Values](https://www.investgwm.com/about#our-values) - [Team](https://www.investgwm.com/about#your-team) ##### SERVICES SERVICES - [Our Specialty](https://www.investgwm.com/services#our-specialty) - [Our Solutions](https://www.investgwm.com/services#building-blocks) - [Our Approach](https://www.investgwm.com/services#our-approach) ##### RESOURCES RESOURCES - [Disclosures](https://www.investgwm.com/disclosures) - [ADV Part 2A](https://www.investgwm.com/hubfs/GWM%20_Form-ADV-Part-2A_3.28.2024.pdf) - [Form CRS](https://www.investgwm.com/hubfs/GWM_ADV-Part-3_Client-Relationship-Summary_May-2022.pdf) - [Privacy Policy](https://www.investgwm.com/privacy-notice) 299 South Main Street, Suite 1300, Salt Lake City, Utah 84111 | [385-355-4455](tel:+13853554455) | [info@investgwm.com](mailto:info@investgwm.com) © Guardian Wealth Management is an SEC Registered Investment Advisor. Check the background of your financial professional on [FINRA’s BrokerCheck.](https://brokercheck.finra.org/) Content presented on this website is for informational and educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Information on this website is not intended to be comprehensive tax advice or financial planning advice for any particular client investment needs. Be sure to consult with a qualified financial or investment adviser (that's us), tax professional, or attorney before implementing any strategy or recommendation discussed herein. Investing involves risk, including the loss of principal. [Click here to view important disclosure information.](https://www.investgwm.com/disclosures?hsLang=en) Website design by [Edge Creative Growth](https://www.edgepartner.com/edge-creative-growth)