Important Information & Disclosures
We provide these documents for informational purposes only. It’s essential to consider your investment objectives and personal financial situation. Keep in mind, this content is not a substitute for tax or legal advice. Always consult a professional before making financial decisions.
Form CRS
This link will direct you to the Form CRS. It outlines our services and helps you understand how we work with clients.
ADV Part 2
You can access ADV Part 2 here. This document provides detailed information about our firm and its services.
Client Resources
At Guardant Wealth Advisors, we empower clients with the knowledge to make informed decisions. Here are common questions and valuable resources to assist you.
We offer a range of services tailored for individual investors, family offices, and wealth advisors. Our goal is to provide expert financial advice that suits your unique situation.
To begin, simply reach out to us via email or phone. We’ll schedule a consultation to discuss your financial goals and how we can help you reach them.
We prioritize a disciplined investment approach focused on long-term growth and risk management to help our clients achieve sustainable wealth accumulation.
We take your privacy seriously. All client information is handled with strict confidentiality and only used to enhance our service to you.
Yes, our clients can easily access account information and resources through our secure online portal at any time.
Please don’t hesitate to reach out. Our team is always here to answer any additional questions you may have about our services.
Yes, we tailor our services to meet the individual needs of our clients, ensuring that your investment strategy aligns with your financial goals.
Our team actively follows financial news and conducts regular market analysis to stay ahead and make informed investment decisions for our clients.
Our fees vary based on the services provided and will be clearly detailed in our agreement to ensure complete transparency.
We encourage feedback from our clients. You can share your thoughts via direct communication with our team or through feedback forms on our website.
Our onboarding process involves gathering your financial information, understanding your goals, and crafting a personalized financial plan to guide your investment journey.
Absolutely. We regularly review your plan and can adjust it as your financial situation or goals change. Your success is our priority.