Mon-Fri – 9am-5pm
WealthGuard Advisors Tax & Investment Professionals is devoted to building and protecting your wealth through custom investment management and tax planning services. As independent advisors we carefully analyze your unique situation, explore all of the options available, and create an investment and tax plan tailored to your needs.
Our advisors have knowledge and experience that come from immersion in the day-to-day gyrations of the investment markets and interactions with the IRS. We apply that experience and knowledge to your investments and tax planning in an effort to bring you the best financial results. Helping you build and guard your wealth is so much our aim that we have made it our name.
Our main office is located in Placerville, California, in the foothills of the Sierra Nevada between Sacramento and Tahoe. We also have affiliated branch offices scattered throughout California, stretching from Mendocino to San Diego. Wherever you are located in California, there is a WealthGuard Advisor not too far away. We also have scores of clients spread throughout much of United States.
We look forward to learning of your hopes and dreams and to being a part of your supporting cast, working hard for you to pursue them.
Registered Representatives offer securities through Securities America, Inc., Member FINRA/SIPC. Financial Advisors offer advisory services through Securities America Advisor, Inc. Registered Representatives are only able to offer securities in the states in which they are licensed. Tax Services offered by Casey Murdock. WealthGuard Advisors, Inc., Casey Murdock, and Securities America are separate entities. Adam Anderson (CA Insurance Lic. #0C05401), Casey Murdock (CA Insurance Lic. #0F01130) and Jackie Rasmussen (CA Insurance Lic. #0D41177)