Helping to Grow and Protect Family Wealth
with a goal of leaving a substantial financial legacy.
Welcome to Guardian Wealth Management, LLC
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Guardian Wealth Management, LLC is a fee-based independent financial planning firm in St. Louis that specializes in helping clients with retirement planning, estate and tax planning, and fiduciary investment management. We are dedicated to helping our clients achieve their financial goals by developing comprehensive and straightforward strategies to help ensure their goals work in concert with all the pieces of their financial strategy. Being a fiduciary financial advisory firm, we maintain an objective, non-salesy approach to helping people understand and maximize their financial situations.
You only have one shot at retirement ...
Our Services
Family Financial Planning
Family CFO Consulting
Investment Management
Risk Management
Business and Succession Planning
Legacy Planning
Tax Management
Generational Vault
Keeping Your Financial Information Safe and Secure
A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view. All data is secured with a SSL Certificate, one of the strongest encryption key available, and adheres to compliance and regulatory requirements.
Generational Vault LoginOur Book
Ever wish you had an owner’s manual to help you plan for retirement?
Well now you do: The Retirement Paradigm, by Anthony M. Maheu
Money represents more than the paper it’s printed on. It may be the embodiment of your time, your talents, and your commitments. It buys the food you eat, the house you sleep in, the car you drive, and the clothes you wear. It also helps provide you with the lifestyle you want to live once you retire. You have spent a lifetime earning it, spending it, and hopefully, accumulating it. When the time comes for retirement, you want your money to provide you with a comfortable lifestyle and stable income after your working days are done. You might also have other desires, such as traveling, purchasing property, or moving to be closer to your family (or farther away). You may also want your assets to provide for your loved ones after you are gone. The truth is that it takes more than just money to fulfill those needs and desires. Your income, your plans for retirement, your future healthcare expenses, and the continued accumulation of your assets after you stop working and drawing a paycheck all rely on one thing: You.
To order your copy of your book, please click the button below.
Our Company
Guardian Wealth Management, LLC, a Fee- Based, Registered Investment Advisory firm (RIA) serving Midwest families and small businesses, provides financial guidance and fiduciary wealth management services to executives, business owners, professionals, retirees, and others. Our guiding principle is to help each, and every client achieve his or her financial and retirement goals through careful and thorough planning. Our professional expertise and seasoned judgement help to consolidate all aspects of your financial life into one coordinated plan.
A sound financial plan is the first step to reducing uncertainty and preparing for a successful future. A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you in building a solid financial structure that will stand the test of time and that will grow and sustain wealth for you and your family.
A disciplined approach to Active Management can play an important role in meeting investment objectives. Asset prices occasionally deviate from values implied by underlying fundamentals and this creates opportunities that our processes are designed to identify and exploit. Remember in retirement losses hurt you far more than gains help.
*Insurance offered through Guardian Wealth Management, LLC.
Anthony M. Maheu
Principal
Anthony M. Maheu brings over a decade of experience in family financial planning and fiduciary investment strategy & management to Guardian Wealth . With a client-centered focus, he has helped hundreds of families and small businesses plan for and transition into a successful retirement. Taking a holistic approach, he crafts innovative & comprehensive strategies to successfully reduce tax liabilities, maximize future income and plan for efficient estate and wealth transfer.
Over the years Anthony has been acknowledged several times for the work he does to help veterans and their families. His experience teaching in the community and at the collegiate level continues as he takes time every month to help educate and empower veterans and members of the community in the area. Currently serving as the Chairman of the Board of Directors to the Midwest Retirement Institute, a Non-Profit, who’s mission focuses on promoting financial literacy and retirement readiness, Anthony has dedicated his career to helping others advance and prepare themselves for retirement.
Also giving back to his local community, Anthony was a volunteer firefighter for many years.
