Guardian Resources Email Format
Financial ServicesMinnesota, United States11-50 Employees
Guardian Resources is a financial services firm based in Minnetonka, Minnesota, serving clients in Minnesota and Wisconsin. It pursues a holistic retirement planning approach that aligns investments with tax, income, and estate planning to ensure all components work together. The firm offers a broad set of retirement strategies, including asset preservation, wealth management, tax strategies, legacy and charitable giving, long-term care planning, and ongoing client education, with investment advice provided through Belpointe Asset Management, LLC. The organization brings together financial advisors and insurance professionals, including Clifton Ross, Renae Lindberg, Andrew Sherwin, Jeff Olson, Darien Vvenker, and Jason Myhran, plus support staff. It also offers guaranteed lifetime annuity income where available, noting that guarantees depend on the issuing insurer's strength and on policy terms or riders.