About Wealthguard Advisors, Inc.
WealthGuard Advisors, Inc. is a leading SEC registered investment adviser based in Placerville, CA, dedicated to providing thoughtful financial planning and wealth management services. They help clients align their finances with their goals, values, and life plans through custom investment management. With a focus on clarity, confidence, and direction, WealthGuard Advisors offers personalized financial plans covering cash flow, investment strategy, tax awareness, risk management, and long-term planning. Their main office is strategically located in the Sierra Nevada foothills between Sacramento and Tahoe, and they also serve clients across the United States. The firm is recognized for its commitment to building and protecting wealth, managing investments in-house, and fostering lasting client relationships. Voted 2024’s #1 Financial Advisor in El Dorado County Foothills by Style, WealthGuard Advisors stands out for its experienced guidance and adaptive approach to financial planning, evolving with clients' lives and market changes.
Website: https://wealthguardadvisors.com/
Office Locations
- Placerville, CA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $163.6M