Contacto – Guardian Brothers

We bridge the gap between the wealth you possess and the prosperity you know you deserve to achieve.

Discover how to make the most of your financial decisions. Make the most of your stock compensation, tax advantages, investment opportunities and personal finance strategies that fit your situation.

Schedule your free 15 minute consultation today.

Transforming complexity into simplicity

Our process is designed to give you clarity and confidence in your search for financial advice. We are committed to listening to you, verifying that we understand your needs and avoiding complex financial terms. From the first introductory call to every meeting in the future, you will always receive education and clarity to make decisions with confidence.

Step 1

A 15-minute call to make sure we are the right team for you. We'll talk about your goals, needs, values and our services.

Step 2

A discovery meeting to go deeper. Through traditional financial planning practices and the Investing with Purpose process, we will identify what is really important to you and how we will help you achieve it.

Step 3

A proposal meeting where we will agree on your goals, provide you with a visual map of your financial life, explain clearly how we can help you and propose an investment strategy.

why clients like you choose us and entrust us with their future

It is a privilege to work with successful individuals who seek the highest level of wealth management and financial advice. To meet these high standards, we have invested years of preparation and training by obtaining the most prestigious certifications in the industry, far exceeding the basic requirements to practice as financial advisors.

MBA: Leadership and Strategic Knowledge

With an MBA degree, we bring a strong foundation in business management and strategic leadership, allowing us to approach wealth management with a comprehensive view of financial challenges and opportunities. This approach helps ensure that every recommendation is aligned with your long-term personal and business goals.

Master in Business Analytics: Data Driven Decisions

The Master in Business Analytics brings a deep level of quantitative analysis and data literacy to the financial planning process. We use advanced analytical tools to evaluate your portfolio and design strategies that are based on current information and solid projections, optimizing your wealth growth and reducing risks.

Series 65: Comprehensive Knowledge in Securities and Investment Law

The Series 65 certification guarantees that we possess a thorough knowledge of securities laws and investment principles. This not only meets regulatory requirements, but also ensures that our recommendations are based on a thorough understanding of industry regulations and best practices.

Series 66: Competition in State and Financial Regulations

With the Series 66 certification, we have a comprehensive command of state regulations and professional ethics. This license allows us to offer you financial services with the highest standards of integrity and adapted to the regulations of each jurisdiction, thus protecting your interests and bringing security to your decisions.

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