Advant-Guard - Financial Success through Truth Investing®
Welcome to Advant-Guard Wealth Management
We are dedicated to achieving your true financial success, however YOU define that success.  Together, we will plan an intelligent and disciplined investment course to accomplish your personal financial goals.  Whether you would like to attain a comfortable retirement income, fund college, leave a family legacy, plan for business succession or desire financial security with freedom and independence, we will be your financial guide.  You will always be provided with full disclosure of any investment costs and performance expectations upfront through what we term Truth Investing®
 
Our investment philosophy and professional conduct aligns with the fiduciary standards outlined in the Investment Management Consultants Association's IMCA® Code of Professional Responsibility.  Our approach to looking out for your best interests matches that of our top investment partner - The Vanguard Group.  We are investor advocates giving you the best opportunity toward your financial success.  Vanguard is client owned.  Through that structure the client receives at-cost investing options.  Advant-Guard Wealth Management will pass along those principles and value to our clients.  Click for investment truths.
 
We will create, monitor and manage your diversified investment portfolio for a fair and fully disclosed fee that is well below the industry average.  
Our communication and personal service will make you feel like family while the professional offering you receive is best in class.
  
 
Many of the links on this website will be directed to other websites not directly affiliated with ADVANT-GUARD WEALTH MANAGEMENT, LLC d/b/a ADVANT-GUARD IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES PRODUCT, SERVICE, OR INVESTMENT STRATEGY. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.