We build lives supported by the consistent execution of well-designed, comprehensive financial plans.  

Schedule a confidential call with us today!

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We listen and customize wealth strategies for individuals, families, and organizations who do not have the time, expertise, or desire to do this on their own.

We leverage the secrets, strategies, and tactics gained from three decades of portfolio management on Wall Street. 

We have a one goal in mind: 

To protect and grow wealth in a way that fits the vision and values of your life.

Some brokerage firms and banking institutions are essentially sales organizations peddling their financial products or services. You get the best of what they have, but not necessarily your best solution.

At Guardian Rock, you will find no salespeople, only advocates, partners, and fiduciaries.  

When you call on us you will not be placed into a robotic queue.  We know that your questions and your life do not only operate during business hours, nor does it often fit exactly into a particular category.  

You will talk to someone directly or someone will call you back in a reasonable period of time.  We are fully virtual and yet will take the time to come to you in person or you can come to us.  Whatever is easier for you.

  • In a world of automation and mass production, we are technologically enabled, providing for a full virtual experience while maintaining the human element to create the investor experience you want and need.   
  • In a world overwhelmed by noise and distraction, we seek to resolve and simplify but not oversimplify. 
  • In a world lost to opinion and commentary, we look to deliver clarity and outcomes explicitly designed for your life. 

If this sounds like something that would interest you contact us today 

We are here to help you build your life, not just a portfolioWe wrote an Amazon best-selling book about exactly that.  

Contact our financial advisor team today for wealth management strategies geared to your individual needs. We proudly serve clients across the United States from Chicago and the Chicagoland suburbs of Illinois Hawaii, North Carolina, and Colorado.


Check the background of this firm on FINRA's broker check.