Partnering With Industry Professionals
Collaborating with expert advisors to elevate wealth-management outcomes.
Guardant Wealth Advisors works alongside financial professionals across disciplines—bringing institutional resources, strategic alignment, and seamless integration to your client solutions. Whether you’re a financial advisor, banker, analyst or attorney, we enhance your offering and help deliver value-added services with precision and purpose.
Who We Serve
Financial Advisors & CFP® Professionals — Enhance your client advisory services with access to institutional-grade strategies, alternative investments and portfolio integration.
Mortgage Professionals — Extend your relationship beyond home financing: collaborate on holistic wealth planning, liquidity events and credit-oriented strategies.
Analysts & CFA® Charterholders — Connect your research, insights and risk-discipline with turnkey wealth-management execution for high-net-worth clients.
Bankers — Elevate your private-client or HNW offerings with multi-asset solutions, customized portfolio construction and seamless client hand-off.
Trust Attorneys — Strengthen your estate, trust and fiduciary work by integrating investment architecture, oversight and execution into legacy strategies.
Why Partner With Us
We partner with professionals—not just as service providers—but as strategic collaborators.
Seamless Integration: Our team operates behind the scenes, allowing you to maintain the client-relationship role while we handle execution and reporting.
Customized Solutions: Access a broad range of investment strategies, exclusive private-market access and tailored portfolio construction that complements your expertise.
Aligned Interests: We work with you, not around you—ensuring transparency, governance and client protection remain front and center.
How It Works
Introductory Alignment: We start with a discovery call to understand your practice, client base and differentiators.
Strategic Integration: We map how our solutions support your client relationships—identifying where we can plug into your current workflow and offering.
Execution & Service: Once aligned, we implement, report and support—so you retain the trusted advisor role while leveraging institutional resources and scalable infrastructure.
Guardant Wealth Advisors is more than a resource—it’s a strategic partner for financial professionals who want to elevate their practice and deliver exceptional outcomes. By combining institutional access, advanced investment solutions, and seamless collaboration, we help you enhance your client relationships, expand your capabilities, and grow with confidence in an ever-evolving financial landscape.
Let’s Elevate Your Client Offering Together
Ready to provide your clients with access, differential execution and strategic depth? Partner with Guardant Wealth Advisors to expand your service model, deliver exceptional value and strengthen your professional brand.