WealthGuard Advisors (WGA) Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Who is WealthGuard?
WealthGuard Advisors, Inc. is a Registered Investment Advisory (RIA) firm that is dedicated to and passionate about helping individuals grow and protect their wealth by providing custom asset management and financial guidance.   The founder, Adam L. Anderson, has been working in the investment industry since 1997.  He is assisted by Casey Murdock, an Enrolled Agent (EA) and Investment Advisor Representative (IAR), Blake Anderson (IAR), Angela Anderson (HR) and Jamie Cardwell (administrative assistant).  
What does WealthGuard do?
We help people identify their financial goals and risk comfort levels.  We then recommend and assist in implementing strategies that are managed in-house to help clients strive to reach their goals.  We act as a fiduciary for our clients and put their interests first.


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