FAQs

Use Cases:

“I want to learn more about investing and wealth building.”

It all begins with an idea. Maybe you want to launch a business? Maybe you want to turn a hobby into something more, or maybe you want to start investing for the long term?

Whatever it is, Guardia can help centralize your plan with vetted resources and information including in-house research, education and webinars.

“Where do I start? Do I hire an advisor? Do I open a brokerage account?”

Together we can build an Investment Committee framework to formulate an action plan, make decisions and build a wealth ecosystem that works for you.

“I want to build wealth beyond my employee retirement plan.”

Democratized finance has brought us an ocean of apps, alternative asset offerings, blockchain and plenty of pitfalls (scams/frauds).

Work with our concierge to develop a plan and allocate to trusted platforms and partners.

“I’m looking for a high-touch way to centralize my financial life.”

Typical financial advisors are unable to give time, attention and education to clients with low or no deposits. They also have a difficult time working with clients who have assets across various ecosystems.

Guardia is changing this with our non-custodial, concierge approach.

“I need to get my finances in order but don’t know where to begin.”

1-on-1 coaching combined with an education-first approach is available and offered to all members. Map your wealth world and make a plan with a Guardia coach.

“I’m looking for a CPA/Mortgage Broker/Insurance.”

Engaging with service providers can often be a confusing and overwhelming process. Guardia can connect you to the right providers and help centralize and manage the process.