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Send us a quick note using the form to the right or call us at (888) 692-1460
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Monday - Friday 8:00 - 4:30 CT
June - August Friday Hours:
8:00 - 3:00 CT
Wealth Management Completed...
Our purpose is to serve you in the accumulation, preservation, and transfer of the wealth that you have been entrusted with. In doing so, we are able to provide people with the peace of mind they are often searching for. By listening to you, we create a personal, comprehensive wealth management plan with you to achieve your goals, dreams and objectives. We also spend all of the required time outside of your investments in other financial areas such as Estate Planning, Tax Planning, Retirement Planning and other needed financial aspects in order to create your family’s wealth management foundation. In doing so, we often coordinate or assist in the ‘quarterbacking’ of these various financial aspects of your life.
You and your family are a constant focus for us. We desire to have a deep understanding of you as a person and maintain a robust relationship with you. By developing a personal relationship with you, we are better equipped to serve you and your family. It is about truly knowing and serving people, not numbers of clients that permits us to successfully provide to wealth management to you. When you combine trusted relationships with implemented advanced strategies that are monitored to accomplish your goals and ambitions, you will then obtain the financial peace of mind and true wealth management you desire to find.
Managing your wealth properly requires a high degree of complexity and experience. With the unlimited strategies that permit us to provide a high level of true Wealth Management and our Private Client Road Map that monitors progress, our private clients are able to evaluate our service on many different levels. That being said, our private clients contiue to prosper as constantly strive to deliver the highest level of true wealth management.We are all able to enjoy the deep relationships established, provide implemented strategies, and coordinate the various financial aspects of the plan with monitoring systems so we can provide the results you desire. Managing your wealth properly requires a high degree of complexity and experience in various financial aspects of your life. We also understand the trust that is passed to us and honor this trust at all times. Comprehensive Wealth Management – Completed – it’s what our firm will provide to you.
Guardian Wealth Management
311 SW Water Street, Suite 210
Peoria, IL 61602
888.692.1460 Toll Free
Securities offered through Purshe Kaplan Sterling Investments, Member
Headquartered at 18 Corporate Woods Blvd., Albany NY 12211
Investments through PKS or GWM are:
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL
NOT INSURED BY ANY STATE OR FEDERAL AGENCY
Pursche Kaplan Sterling Investment & Guardian Wealth Management are not affiliated companies.