Guardian Wealth Management

www.gwmanagers.com

Guardian 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.

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Guardian 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.

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Country

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State

Illinois

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City (Headquarters)

Peoria

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Employees

1-10

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Estimated Revenue

$5,000,000 to $10,000,000

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Social

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Potential Decision Makers

  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • President and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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