Gardius Wealth Advisors

Our team works in tandem with our clients in order to provide a unique solution map that will get you to your desired destination. Our philosophy is to always put our clients’ interests first. With our client-centered approach, we seek to offer objective advice focused on you. The TrueWealth Plan starts with a detailed roadmap to achieve your financial goals. Whether you are on the road to financial independence or you are already there, a detailed plan outlining short, intermediate and long-term goals is essential to be the “rudder” of the investment portfolio. We utilize sophisticated planning software that takes into account potential cash flows, investment, retirement spending, taxes, health care costs, inflation and legacy planning goals to ensure your portfolio is optimized for your needs. While the TrueWealth Plan is the rudder of the ship, you need an experienced captain at the helm. Determining the appropriate risk profile, portfolio mix and individual investments is key. Our allocation includes passive strategies with rebalancing, individual stock-picking based on a valuation methodology, and/or tactical strategies using a combination of technical and fundamental analysis to determine when and where to allocate the investments. There is not one methodology that is the “best;” instead, Gardius believes that a combination approach is important for long-term success. Prudent management requires a steady hand with incremental adjustments. Communicating these adjustments to you is a very important part of the portfolio management process.