Professionally Managed Portfolios
Personalized, disciplined investing built to preserve and grow your wealth.
Our professionally managed portfolios combine institutional expertise with personalized strategy. Every portfolio is crafted to align with your goals, time horizon, and tolerance for risk—so your wealth can grow with confidence and discipline.
Tailored Portfolio Design
We build portfolios that reflect your unique objectives—whether focused on growth, preservation, or income. Our approach blends rigorous research, asset allocation discipline, and ongoing rebalancing to ensure your investments remain aligned with your evolving goals.
Access to Diverse Strategies
Our portfolios provide access to a broad range of asset classes—including equities, fixed income, alternatives, and ETFs—traditionally reserved for institutions. We simplify complexity while preserving sophistication.
Active Oversight & Optimization
Your portfolio is actively monitored by experienced professionals who adjust allocations based on market conditions and new opportunities. We focus on maintaining stability and risk-adjusted returns through all market cycles.
Whether you’re seeking to optimize your existing investments or build a professionally managed portfolio from the ground up, Guardant Wealth Advisors provides the expertise and discipline to guide every decision. Our team partners with you to transform your financial goals into a structured, evidence-based investment plan designed for long-term success.
The investment landscape is dynamic and subject to ongoing regulatory change. We encourage all clients to consult with their legal and tax professionals, and we collaborate closely with compliance and custodial partners to ensure every portfolio is managed with integrity and in full alignment with applicable regulations.
Let’s Build Your Portfolio Strategy
Partner with Guardant to bring structure, insight, and confidence to your wealth.