Hi, we are wealthGuard.

We take pride in our ability to help our clients. Our unique approach assists clients in creating their very own personalized estate plan that is substantially more affordable than our competition. If you don’t have a plan in place, it doesn’t matter what you own. That’s why we help you create a plan that will make sure you have control of how your assets are distributed.

Let us help you!

My Approach

We believe that a proper estate plan will ensure that your wishes and desires are executed exactly how you want them to be. From distribution of assets to naming guardians for children.

create it

Once your plan is in place you have total control. You have the peace of mind knowing that those you love and what you’ve accumulated overtime will be protected.

protect it

Now that you have a plan in place we make sure that your assets are protected from various types of losses. Through multiple carriers we provide the most affordable solutions that will protect what you’ve worked so hard to have.