Guardian Rock Wealth Investment Magement Inc.

Industry: Banking / Finance

Business Size: 1-4

Phone: (312) 749-8287

Address:
3557 Maria Theresa Ave
Palm Springs, FL 33406

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About Guardian Rock Wealth Investment Magement Inc.We help people build the life they want, not the one they settle for. We teach them how to use the tool we call money with clarity, wisdom, and long-term purpose, leading with experience to protect and build families and create flexible wealth strategies. We challenge outdated financial thinking so our clients can live boldly, securely, and intentionally.

What differentiates you from the competition?Over 35 years of experience, most of it working with billions of dollars in portfolio management and risk management capacities. We are entirely independent of the large Wall Street firms and banks and take no marketing dollars from any of them.

What are your top selling services or products that your company offers?We generally do not use mutual funds, as we find most of them outdated, inefficient, and often costly. We use very little traditional fixed income. We are product agnostic believing that there are no bad products or securities only tools to be used

If you had one message to get across to future customers, what would it be?Nearly everyone, even those in traditional financial services companies, is simply unaware of all the tools, let alone how to use those tools effectively, to produce the life they want to live.

What is the biggest marketing challenge that you will face in the upcoming year?Figuring out what works that does not go over budget.

How is your organization embracing digital banking trends? Fully embracing them.

What strategies are you using to enhance customer trust? Regular contact points, consistent teaching, and direct contact with the person managing their wealth at any time.

How do you see the role of cryptocurrency evolving? It will continue to evolve; not all crypto assets have a real purpose. When crypto can be easily used to make everyday purchases, that will be the real turning point. When other crypto assets are regularly utilized for contractual agreements, that will be a turning point as well. Now, it is an asset to be held as a percentage of many, but not all, portfolios.

What are your top priorities for managing risk and compliance? Market risk management appropriate for the client is always top of mind. Regulatory compliance is just part of our everyday routine.

How do you ensure financial literacy among your clients? Written, oral, and video – something goes out every day.

What impact is fintech having on traditional banking models? The larger banks will slowly embrace it; they are too big to move as fast as the likes of SOFI and some others. Traditional mortgages will remain the norm for the foreseeable future, but All-In-One Mortgages are much more appropriate for high-net-worth, high-income individuals.

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