Guardian Strategic Wealth Designs brings essential insights and personalized wealth management solutions to individuals and families

We ensure your expectations are met with expertise in all planning matters

Our planning process is a coordinated, integrated and strategic discipline

See why our colleagues are viewed by their clientele as indispensable business advisors

Guardian Strategic Wealth Designs believes human and intellectual capital are as important as financial capital.  We also believe it is your family’s most precious asset.

However, without the right people supporting your initiatives, accomplishing what you envision will remain elusive.  Together, we will pinpoint the most appropriate solutions your circumstances demand.

Successful wealth management is a client-centric consultative process that involves the seamless collaboration of accountants, professional advisors, attorneys, financial consultants and tax authorities.

This strategic framework integrates tax, legal, investment, business, insurance and estate planning along with philanthropy, family governance and personal values.

At Guardian Strategic Wealth Designs, we have built our company around the CPA, often recognized as the business owner’s most trusted advisor.

Allow us to show you how we can deepen your most cherished relationships and how you can become the indispensable business advisor your clients expect.

With our main southern California office in Long Beach along with our location in Newport Beach, clients benefit from advice spanning investment, trust, governance and wealth planning, along with our enduring commitment to innovation, ideas and service.


We look forward to speaking with you about how we can put our experience and innovative solutions to work for you



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