Guardian Wealth Strategies is one of the leading independent, fiduciary investment firms in the Minneapolis-St. Paul metro area. Our team of licensed professionals provide fiduciary advice—advice that is always in your best interest—along with plan design and execution to help you reach your investment goals.
Descripción
Guardian Wealth Strategies was founded by Gregory J. Gassert and Brent D. Hoppe. Both Gregg and Brent separately began their investment advisory careers in 1999 on the tail end of one of history's largest bull markets—just in time to experience the dot-com bubble come to a dramatic end. In 2005, Gregg and Brent met at TIAA (formerly TIAA-CREF) where they worked side-by-side for two years serving as co-advisors for Academic Professionals and their retirement plans. Though Brent transitioned from TIAA in 2007 to work with a local advisory firm, their mutual respect and admiration for each other kept them connected professionally. In 2013, Gregg and Brent decided to partner again to establish their own independent, fiduciary investment firm, Guardian Wealth Strategies. It was time to take their passion, experience, knowledge and their many years of trusted relationships to a higher level of service.
Productos
Investment management, 401(k) planning and servicing, tax strategies, estate planning