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Guardian Wealth Strategies

EST. AUM
$1,137,618,563

CONTACTS
8

CLIENT ACCOUNTS
4,278

Firm Details

Metro area Minneapolis
CRD Number 167485
Website gwealth.com
Client types

Overview

Guardian Wealth Strategies is an independent, fee-based fiduciary investment advisory firm based in Minneapolis, Minnesota. Founded in 2013 by Gregory Gassert and Brent Hoppe, the firm focuses on providing personalized financial planning and wealth management services to individuals, families, nonprofits, and businesses across the U.S. Guardian Wealth Strategies specializes in holistic financial planning, offering services such as investment management, tax planning through their subsidiary Guardian Tax, LLC, estate planning, and retirement income strategies. They emphasize a transparent fee structure, tailored advice, and an integrated approach to ensure clients achieve their financial goals. The firm also prioritizes low-cost, globally diversified investments and works closely with clients to optimize portfolios for long-term success

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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