Our services
Solutions for every stage of your financial journey.
Each of our client portfolio managers has the necessary breadth of knowledge and experience to offer a wide array of services and support.
Planning services
We plan for every stage of life.
Business succession planning
Whether retirement is on the horizon, or family or health changes are in focus, being future-ready is key.
Retirement planning
A well-designed plan is key to balancing current financial growth with future income needs.
Charitable giving
Planned giving is emotionally rewarding and a financially sound strategy.
Estate and legacy planning
“Nothing is certain but death and taxes.” Being ready for the inevitable takes away uncertainty for your beneficiaries.
Specialty services
We specialize in complexity.
Guardian Women™
Exploring the investment landscape with women interested in expanding their financial knowledge and transforming their relationship with investing.
Business owner services
Smart, strategic planning is essential to protect against and to meet challenges facing businesses in a dynamic environment.
Guardian Endowment Services
Extensive thought leadership on factors and trends affecting the endowment services space.
Guardian Pro Services
Real-life experience in helping elite athletes and their business teams navigate investing for a secure financial future.
Working with professionals
If situations warrant, peace of mind is enhanced by accessing external third-party experts to support portfolio decisions.
Referring Advisor Program
Working with independent financial advisors, this program offers complementary but distinct services to support portfolio goals.