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Details

Plan, Invest, Coach

Comprehensive Wealth Management

General Info

Guardian Wealth Management (GWM) is a fee only Registered Investment Advisor (RIA) specializing in comprehensive wealth management designed to encourage values-based living.

Business History
From the first day Don and Kathy committed their dream to paper, they had two goals in mind: cultivate a values-based work environment with a team that shared their passion for improving the lives of their clients, and to create a cutting-edge infrastructure with developed processes that enhanced the firm’s ability to provide its services to their client family delivered with a personal touch.
HoursOPEN NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 423-954-7218

Address:
6151 Shallowford Chattanooga, TN 37421
Email:

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Categories
Investment Advisory Service, Financial Planning Consultants, Financial Services, Financing Services, Investments, Retirement Planning Services
Services / Products
Guardian Wealth first partners with each client to develop a personal financial plan designed to give clients the peace of mind they need to shift their focus to values-based living. Our next step is to construct an investment portfolio driven by long-term purpose and to implement that approach with discipline.
Location
6151 Shallowford Road, Suite 102, Chattanooga, TN 37421
Neighborhood
Tyner - Greenwood
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Data provided by one or more of the following: Thryv, Data Axle, Yext.