Guardian Wealth Management
www.gwmanagers.comGuardian Wealth Management (GWM) is a Registered Investment Advisor (RIA) wealth management firm based out of Peoria, IL dedicated to serving the needs of mass affluent and high net worth individuals and retirement plans. GWM manages over $100M in assets with the goal of helping clients see and manage their entire financial future by connecting the dots between financial planning, tax planning, investment management, and estate planning. To this end, Guardian directly manages portfolios for clients and works closely with client tax and legal advisors.
Read moreGuardian Wealth Management (GWM) is a Registered Investment Advisor (RIA) wealth management firm based out of Peoria, IL dedicated to serving the needs of mass affluent and high net worth individuals and retirement plans. GWM manages over $100M in assets with the goal of helping clients see and manage their entire financial future by connecting the dots between financial planning, tax planning, investment management, and estate planning. To this end, Guardian directly manages portfolios for clients and works closely with client tax and legal advisors.
Read moreCountry
State
Illinois
City (Headquarters)
Peoria
Industry
Employees
1-10
Estimated Revenue
$5,000,000 to $10,000,000
Social
Employees statistics
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Chief Investment Officer
Email ****** @****.comPhone (***) ****-****President and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****President
Email ****** @****.comPhone (***) ****-****Senior Wealth Manager
Email ****** @****.comPhone (***) ****-****
Technologies
(19)