Lifeguard Wealth

Lifeguard Wealth provides sophisticated investment advice and comprehensive wealth planning for high net worth families and individuals. As a fee-only independent advisory firm we provide objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities.

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Advisors at this Office

Associates at this Office

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This Office

1010 B St Ste 323 San Rafael, CA 94901-2920 Phone: (415) 578-3160

Primary Office

1010 B St Ste 323 San Rafael, CA 94901-2920 Phone: (415) 578-3160