At Lifeguard Wealth, we focus on YOU: planning the broad views and deep details that shape your financial interests, managing life's inevitable ebbs and flows, protecting your wellspring of wealth. As your Financial Lifeguard, we've got your back. Our practiced training, first-responder mindset, and fee-only, fiduciary relationship enhance your ability to thrive in financial security and independence.
Plain and simple. We tell it like it is to successful attorneys, business owners and other professionals in the Bay Area and beyond. Interested in a second opinion? The Lifeguard Wealth team enjoys writing and educating clients about a whole host of topics ranging from the traditional to the unexpected.
Plain and simple. We tell it like it is to successful attorneys, business owners and other professionals in the Bay Area and beyond. Interested in a second opinion? The Lifeguard Wealth team enjoys writing and educating clients about a whole host of topics ranging from the traditional to the unexpected.
Services
You are likely a pre-retiree professional, such as an attorney, tech industry executive or business owner. You're also the sum total of everything that makes you tick: your satisfying, sometimes challenging career; the family you return home to every day; the community you're engaged in; your most inspiring personal interests and activities.
What are your greatest wealth goals? During Joe's 35+ years as a financial professional, he has likely encountered and addressed similar challenges. He reinforces his own seasoned experience as a wealth manager, corporate executive, business owner, real estate owner and broker, CPA, and community leader, by collaborating with a national network of financial professionals and academic thought leaders.
At Lifeguard Wealth we help a variety of clients protect their financial future. Lifeguard Wealth strives to help our clients explore, discover and savor their life's greatest pursuits. We work in a collaborative atmosphere with our clients, with whom we reach mutual agreement on every phase of the financial planning process.
Money and materials are nice, but what do you value the most among your family and friends, home and travel, adventure and leisure, personal and professional pursuits, philanthropy and community engagement? Whatever it is, let's go for it.
From our earliest conversations, we'll encircle you in a fiduciary relationship that's grounded in a culture of caring commitment, driven by purpose, guided by professional planning and dedicated to Protecting Your Financial Future.You can relax and enjoy your enriched life, knowing that Lifeguard Wealth has got your back.
From our earliest conversations, we'll encircle you in a fiduciary relationship that's grounded in a culture of caring commitment, driven by purpose, guided by professional planning and dedicated to Protecting Your Financial Future.You can relax and enjoy your enriched life, knowing that Lifeguard Wealth has got your back.
Is Lifeguard Wealth a fiduciary? Yes, as a Registered Investment Advisor (RIA), Lifeguard Wealth is required to act as a fiduciary, putting our clients' interests ahead of our own. We also disclose in writing any potential conflicts of interest that may arise. We take it one step further by being a fee-only financial advisor and are only compensated by our clients.
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