AN INCOMPARABLE APPROACH TO YOUR FINANCES
To help you achieve your desired lifestyle and wealth — from investments, taxes minimization, insurance, retirement and estate planning — we must be wired together.
Our dedicated team of experts will help you connect all those different pieces into a cohesive view so you can unlock new ways to help build, grow, protect and preserve your wealth.
A WEALTH ADVISOR WHO WILL BE ABLE TO LAY OUT THE WHOLE GAME PLAN
An effective financial structure is about more than just choosing the right tools of investments; We help you understand the roots and causes of your relationship with money. We will sit with you, educate you on options and build a close relationship that will last a lifetime.
Your Wealth Advisor will help you coordinate your financial lifestyle and the desires of your retirement with the opportunities to grow your wealth.
This is what drives us:
- 1. Independent positive steps to your financial growth
- 2. A life long relationship that will constantly give you the proper course correction take your ultimate financial objective.
- 3. A well stablished understanding of your own financial portfolio that will give you the confidence you need to walk tall about your future.
- 4. A holistic approach of understanding the root of your decisions, investments and performance of your money.
- 5. The core values of transparency and support and loyalty to our clients.
- 6. The most unique approach to minimizing risks and maximizing your wealth and long term plan.
"Alexandria is probably one of the smartest people I know. She is determined to achieve her goals and those of whatever team she is part of. One of things that has impressed me about her most is her ability to maintain relationships with people over the long term. This talent is why I believe people she interacts with respond and seek to support her. She works tirelessly to not only improve herself and life, but also the lives of others. She is dedicated and thorough in all she does."
"Alexandria and I worked together at the Center for Innovation and Change. Alexandria is entrepreneurial, financially savvy, driven, and curious; and therefore, brings a lot of business knowledge and ambition to any team. Furthermore, Alexandria is conscientious and passionate about doing the best job possible for her clients."
"Alexandria has been inspirational both as a classmate in graduate school and as a fellow veteran. The proactivity and passion she brings to her projects are undeniable, and she will be an asset to any organization. I have also been fortunate to observe in her some of the finest integrity and professional work ethic in helping fellow students, veterans, and clients."
"Alexandria and I have worked alongside class projects together. She's creative at critical thinking and seems to come up with a lot of new ideas. She's very enthusiastic and is a positive person to have in the classroom. Hope to work together in the future."
"I thoroughly enjoyed my time working with Alexandria and came to know her as a truly valuable asset to absolutely any team. She is honest, dependable, and incredibly hard-working. Beyond that, she is an impressive listener who is always on top of things and write everything carefully down to absorb the knowledge. Her knowledge of psychology and expertise in people's personalities was a huge advantage to the work she has done for me."
Guardian Alliance Group LLC (GAG) is a marketing company offering a vast array of products and services through a network of independent affiliates. GAG does not provide insurance products, real estate, legal or tax advice. In the USA, insurance products offered through Guardian Alliance Group, (GAG); and in California, insurance products offered through GAG – Website intended for education purposes only.