Guardian Financial Wealth Management

At Guardian Financial Wealth Management, we understand that retirement is a significant milestone in life. It's a time to enjoy the fruits of your labor, spend quality time with loved ones, and pursue your passions. However, it can also be a daunting period, filled with uncertainty and financial anxiety. That's why we're committed to helping retirees and soon-to-be-retirees chart a clear course for a secure and fulfilling retirement.

Our Mission

Our mission is to empower individuals and families with the knowledge, tools, and strategies necessary to achieve financial peace of mind and security in retirement. We believe that everyone deserves to enjoy their golden years without the burden of financial stress. Through our proprietary Master Wealth Advantage process, we help our clients create a comprehensive retirement plan tailored to their unique needs and goals.

Our Services

We offer a range of services designed to help our clients achieve their retirement goals. Our Income For Life Plan is designed to ensure that our clients have a predictable and sustainable income stream in retirement. Our Risk Management Plan helps to eliminate unnecessary risk from our clients' portfolios, while our Tax Management Strategies aim to minimize tax liabilities and maximize tax-efficient income. Additionally, our Legacy & Estate Preservation services help our clients ensure that their loved ones and beneficiaries receive everything they intend.

Meet The Team

Our team is led by Brian and Geryl Winterowd, investment advisor representatives with Portfolio Medics. With years of experience in retirement planning, they have helped numerous individuals and families achieve financial security and peace of mind in retirement. Their expertise and personalized approach have earned them a reputation as trusted advisors and advocates for their clients.

Why Choose Us

At Guardian Financial Wealth Management, we're committed to providing our clients with exceptional service, personalized attention, and expert guidance. We believe in building long-term relationships built on trust, transparency, and open communication. Our goal is to help our clients achieve financial freedom and security, so they can focus on what matters most - enjoying their retirement.