Guardian Wealth Management

Specialties

Income replacement planning; Wealth accumulation; IRA tax reduction planning; 401(k) & IRA rollovers; Tax preparation & planning; Legal, asset & insurance protection

History

Established in 1992.

At Guardian Wealth Management, we work exclusively with age 40+, retirees, and their families, educating and assisting them with their particular financial needs so that they can keep more of their hard-​earned money and never worry about outliving their income.

Our main focus is preserving our clients’ wealth and assets through quality planning.

We are experienced, responsive and understand your need for integrity and transparency.

As an independent financial advisory firm, we have access to compare all investment products to objectively determine the best fit for our clients.

Meet the Business Owner

Robert Z.

Business Owner

Financial Advisor Robert Zakian takes on the role of personal Chief Financial Officer on behalf of his clients, managing their financial affairs and leaving them free to focus on their friends and family. The founder of Guardian Wealth Management, Robert Zakian has almost two decades of expertise as a financial advisor. A registered Investment Advisor, Robert Zakian works to provide his clients with clear, comprehensible financial advice. To simplify financial planning, Robert incorporates a client’s investments along with his/​her tax, insurance, and legal obligations into a cohesive financial road map.