Guardian Wealth Management

Salt Lake City, Utah

5.0 (1 reviews)
Call (385) 355-4455 Visit website →

About

Guardian Wealth Management is a fee-only fiduciary firm in Salt Lake City founded by Todd Berg (ChFC®) and his son Colby Berg (CFP®), combining 75 years of combined experience. The firm provides personalized investment management and financial planning for professionals, with each advisor working with a limited number of select families to develop custom portfolios without using pre-built models. Guardian's approach blends traditional risk management principles with modern behavioral finance and technology, and the firm serves clients across financial planning, retirement, and wealth transfer planning.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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