Guardian Wealth Management

Finance · Tennessee, United States · 11-50 Employees

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Overview

Headquarters

6151 Shallowford Rd Ste 102, Chattanooga...

Phone Number

(423) 510-0409

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Guardian Wealth Management

Guardian Wealth Management is a wealth management firm that prioritizes deep, enduring relationships with clients and their families as the foundation of comprehensive financial planning. The firm serves clients seeking assistance across the full spectrum of wealth management objectives, including accumulation, preservation, protection, and transfer of assets. Beyond traditional investment management, Guardian distinguishes itself through its commitment to addressing complex financial planning areas such as estate planning, tax planning, retirement planning, and college funding strategies. The firm's approach combines its relational expertisedeveloped through thorough understanding of each client's needs, objectives, concerns, and aspirationswith advanced, customized strategies designed to achieve specific financial goals. A key differentiator is Guardian's proprietary "Roadmap" monitoring system, which is integrated into the firm's Wealth Management Solutions platform. This system enaRead more
Guardian Wealth Management's Social MediaPopular SearchesGuardian Wealth ManagementGuardian Wealth Management IncGuardian Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Guardian Wealth Management Org Chart

Donald Vanlandingham, Chief Executive Officer at Guardian Wealth Management
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Chief Executive Officer

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KG
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Chief Investment Officer

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CR
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Manager, Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Guardian Wealth Managemen...

<$5M
11-50
Private
-
1997
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2009
LM
Laurence MontelloManaging Director
<$5M
1-10
Private
-
2000
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Guardian Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Guardian Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Guardian Wealth Management.

Guardian Wealth Management Tech Stack

A closer look at the technologies used by Guardian Wealth Management

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Frequently Asked Questions Regarding Guardian Wealth Management

What is Guardian Wealth Management's official website?
Guardian Wealth Management's official website is www.guardianwealth.com
What is Guardian Wealth Management's Revenue?
Guardian Wealth Management's revenue is <$5 Million
What is Guardian Wealth Management's SIC code?
Guardian Wealth Management's SIC: 62,628
What is Guardian Wealth Management's NAICS code?
Guardian Wealth Management's NAICS: 52,523
How many employees does Guardian Wealth Management have?
Guardian Wealth Management has 11-50 employees
What industry does Guardian Wealth Management belong to?
Guardian Wealth Management is in the industry of: Finance, Securities Trading
What is Guardian Wealth Management competition?
Guardian Wealth Management top competitors include: Stout Capital Management, Montello Wealth Management, Fleurus Investment Advisory, Ascent Financial Advisors
What technology does Guardian Wealth Management use?
Some of the popular technologies that Guardian Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Guardian Wealth Management?
Guardian Wealth Management contact info: Phone number: (423) 510-0409 Website: www.guardianwealth.com
What does Guardian Wealth Management do?

Guardian Wealth Management is a wealth management firm that prioritizes deep, enduring relationships with clients and their families as the foundation of comprehensive financial planning. The firm serves clients seeking assistance across the full spectrum of wealth management objectives, including accumulation, preservation, protection, and transfe... r of assets. Beyond traditional investment management, Guardian distinguishes itself through its commitment to addressing complex financial planning areas such as estate planning, tax planning, retirement planning, and college funding strategies. The firm's approach combines its relational expertisedeveloped through thorough understanding of each client's needs, objectives, concerns, and aspirationswith advanced, customized strategies designed to achieve specific financial goals. A key differentiator is Guardian's proprietary "Roadmap" monitoring system, which is integrated into the firm's Wealth Management Solutions platform. This system enables personalized, ongoing client reviews and continuous monitoring of all implemented strategies across multiple financial dimensions, including estate planning, tax planning, investment coordination, retirement planning, college funding, and other relevant financial areas. The Roadmap framework allows Guardian to maintain visibility into each client's comprehensive financial picture, track progress toward stated objectives, and make timely adjustments as circumstances or market conditions change. Recognizing that complex wealth planning often requires coordinated expertise across multiple disciplines, Guardian facilitates collaboration among teams of specialized professionals to ensure that all planning objectives are thoroughly addressed. This integrated approachcombining trusted client relationships, sophisticated planning strategies, and systematic ongoing monitoringpositions Guardian to deliver comprehensive wealth management services that extend well beyond basic investment advisory to encompass the full scope of clients' ...Read More

What are Guardian Wealth Management social media links?
Guardian Wealth Management Linkedin page
Is Guardian Wealth Management a public company?
Guardian Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Guardian Wealth Management

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