--- title: Services description: Discover personalized wealth and investment management at Guardian Wealth Management. From holistic financial planning to retirement strategies, we tailor solutions to fit your unique goals and risk tolerance. --- [![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) # HOW WE SERVE ##### Truly personalized wealth & investment management for discerning investors. [![GET STARTED](https://no-cache.hubspot.com/cta/default/45891476/interactive-166195940459.png)](https://www.investgwm.com/hs/cta/wi/redirect?encryptedPayload=AVxigLJ3cXZ1WrlTHusL%2Bsm9Kj%2B%2B%2BDz9dlhR6zsAtRKYDMJUpo%2FQPnAlX4P4LOddG7709I8TIilb7kYn9ha3uDypVO3dpl8Y6AmG%2FNPGmAeg9I1ll7zWhFl%2BW0RvV3%2FdZXuOm8J0RooNLCrCfoQovF%2BAzifU1MXHRVlSKKGVkmUDHp5r68VpkV9GEQ%3D%3D&webInteractiveContentId=166195940459&portalId=45891476&hsLang=en) ###### OUR SPECIALTY ## HOLISTIC WEALTH ##### We take a proactive approach to financial planning and investment management, ensuring every aspect of your financial life is considered when building your unique strategy. ##### From comprehensive risk optimization and cost-conscious portfolio creation to tax-aware retirement planning, we deliver solutions to help your financial health thrive, not just survive. ![GWM_Services_Finanicial_Planning](https://www.investgwm.com/hubfs/GWM_Services_Finanicial_Planning.jpeg) ### FINANCIAL PLANNING ##### Designed to meet the needs of professionals with demanding schedules. We'll map out a no-nonsense strategy that connects the dots directly to your goals, helping make sure every move is in sync with your ultimate life playbook. [![START NOW](https://no-cache.hubspot.com/cta/default/45891476/interactive-166201494338.png)](https://www.investgwm.com/hs/cta/wi/redirect?encryptedPayload=AVxigLKvQUSgi2SbwSLEkBI0%2BGApe1QOk8xTvrC8FIPtV3n7C0lLVh%2Fj9S27mCm8kyr6WzKfzD2b%2BBQFLKC7MR1DISIhG%2FlDuSOocUOKhP%2F5En7ueJiCIKaUDEOv6w9MoaNuXOQvmIus9lr6T84wVSDDRpZl%2BoD4xkyItvodT3Z3mkxumyw%2FXCUTlA%3D%3D&webInteractiveContentId=166201494338&portalId=45891476&hsLang=en) ![GWM_Services_Investment-Management](https://www.investgwm.com/hubfs/GWM_Services_Investment-Management.png) ### INVESTMENT MANAGEMENT ##### With so many options available in the market, how do you know what’s right for you? We craft investment portfolios that fit you like a glove. Your goals, your values, and your risk comfortability. [![START NOW](https://no-cache.hubspot.com/cta/default/45891476/interactive-166200893212.png)](https://www.investgwm.com/hs/cta/wi/redirect?encryptedPayload=AVxigLInx60o5NDCiW%2FFOGPdW7PvGZvMgQRvTFcGAb%2Bvp%2FZibfjy5s%2Beo4MM0jWZdjpbnB%2FjHKrFxe05pF7p6lW0f0G66uUzPGe3Le%2BKM4oNrL%2Bo5nWKMEuh%2BC8MIWvcyZRiS7e9XBXQZzs4XxRYdllpyxTv%2BY7hdaG%2Bw6r%2Fb%2FuuflFoyCJ3RbtoKA%3D%3D&webInteractiveContentId=166200893212&portalId=45891476&hsLang=en) ![GWM_Services_Retirement-Planning](https://www.investgwm.com/hubfs/GWM_Services_Retirement-Planning.png) ### RETIREMENT PLANNING ##### What does your dream lifestyle look like when you hit retirement? We create a strategy that helps propel you toward the life you've worked for and makes your financial future something to look forward to. [![START NOW](https://no-cache.hubspot.com/cta/default/45891476/interactive-166200893215.png)](https://www.investgwm.com/hs/cta/wi/redirect?encryptedPayload=AVxigLJTzOEL8zddyXkFkVILAL9xiEcmhFPcY2rNr8k9EN5ttVjusGnoSze7%2BNH%2BWn4A5R98xYb3v6FH8IR%2FiIc%2Bae9XaEpZEZqJihaOcbX%2BT%2BGPOzSSvd3WliicEP1GRYhx4Hh9O7Ekt290sFiknKpyv2uweQhBU9n8cN5qXqxPUoAkdGuslA9NvA%3D%3D&webInteractiveContentId=166200893215&portalId=45891476&hsLang=en) ###### THE BUILDING BLOCKS ## CUSTOM SOLUTIONS ##### Think of us as the architect of your financial future. Just like an architect crafts every nook and cranny of a home to suit its residents perfectly, we design your financial strategy to fit your unique plan. ![Avatar](https://www.investgwm.com/hubfs/GWM_Building-Blocks_Icon.svg) #### FINANCIAL PLANNING #### FINANCIAL PLANNING The blueprint that paves the way to your ultimate goal, covering every aspect of your financial life with meticulous detail.  ![Avatar](https://www.investgwm.com/hubfs/GWM_Building-Blocks_Icon.svg) #### INVESTMENT MANAGEMENT #### INVESTMENT MANAGEMENT No pre-fab houses on this block. Our portfolios are built from the ground up and are the foundation of your strategy. ![Avatar](https://www.investgwm.com/hubfs/GWM_Building-Blocks_Icon.svg) #### RISK MANAGEMENT #### RISK MANAGEMENT Like building a hurricane-proof home, we select the best-suited options based on your specific conditions. ![Avatar](https://www.investgwm.com/hubfs/GWM_Building-Blocks_Icon.svg) #### RETIREMENT PLANNING #### RETIREMENT PLANNING When it's time to downsize, we'll take inventory and ensure you pack just what you need to transition into your next adventure. ![Avatar](https://www.investgwm.com/hubfs/GWM_Building-Blocks_Icon.svg) #### WEALTH PRESERVATION #### WEALTH PRESERVATION We offer a steady hand, objective advice, and the right materials to help ensure your home withstands the test of time. ![Avatar](https://www.investgwm.com/hubfs/GWM_Building-Blocks_Icon.svg) #### CHARITABLE GIVING #### CHARITABLE GIVING Charity begins at home. We guide you on tax-efficient gifting so that you can give freely without compromising your financial plan. ###### COMPREHENSIVE ## RISK OPTIMIZATION ##### Many investors often overlook critical aspects of their financial plans—elements beyond their investment mix—that can potentially undermine their long-term plan. ##### We take a holistic approach to risk optimization by considering every component of your financial ecosystem. From the adequacy of your insurance coverage to the intricacies of your estate plan. We highlight any red flags and implement proactive risk mitigation strategies. ##### If you suspect gaps in your risk strategy or yearn for the peace of mind that comes from knowing every angle has been considered, Guardian is here to illuminate the path. ##### [Risk Optimization Beyond Mere Portfolio Diversification](https://www.investgwm.com/blog-post/broad-risk-optimization-beyond-mere-portfolio-diversification?hsLang=en) ![GWM_Services_Age-Risk-Tolerance](https://www.investgwm.com/hubfs/GWM_Services_Age-Risk-Tolerance.png) ### ARE AGE & RISK TOLERANCE CONNECTED? ##### “We challenge the notion that portfolios should be strictly age-based. At Guardian, we have clients in their 90s with aggressive strategies despite their potentially short life expectancy. They consider their investments long-term, intending the wealth to be passed on to heirs. Conversely, some younger clients prefer a conservative approach as their emotional and financial risk tolerance might be lower. Our portfolios are tailored based on goals and personal comfort—not age models." Todd Berg, ChFC® | Founder & CEO ## IS YOUR PORTFOLIO RIGHT FOR YOU? ##### If you don't know the answer to this question, let's talk. You deserve a truly personalized investment strategy. [![LET'S TALK](https://no-cache.hubspot.com/cta/default/45891476/interactive-166195940481.png)](https://www.investgwm.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIWvNl9ZsYvbn6G%2FnQnYc3Yyvctl%2FfvguJhvFtJ3Eml71ig8BG7Omy28Aze4XU51Kv%2FxPyUfF%2B55u3YHdVCr9p3qW5vDwXF1AwNOb3H0KBDZEERATUd1HhCARqIdeuOqIX14%2FGnDQ5CfIvqonNQQ8tvPiold16y7onrmOOu81B1QvQmuBxbPw%3D%3D&webInteractiveContentId=166195940481&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)