Lifeguard Wealth
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 7250 Redwood Blvd Suite 300, Novato, CA 94945
- Phone
- (415) 578-3160
- Website
- Searching the web…
- County
- Marin County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: Closed
- Saturday: Closed
- Sunday: Closed
About
Clear planning, thoughtful investment guidance, and steady support for your financial future: that's what we offer at Lifeguard Wealth. We are a financial planning and investment firm serving Novato and families across Marin County.
Our work centers on helping you build a plan that fits your goals, whether that means saving for retirement, managing investments, or preparing for the years ahead. We take the time to understand your situation before recommending any strategy, so your decisions are grounded in your own priorities.
Our approach is personal and practical, with clear explanations at every step so you always know where your money stands. We're glad to serve Novato residents and the wider Marin community who want a trusted partner in their long-term financial wellbeing.
To start a conversation about your plans, call us or stop by our office.
Our work centers on helping you build a plan that fits your goals, whether that means saving for retirement, managing investments, or preparing for the years ahead. We take the time to understand your situation before recommending any strategy, so your decisions are grounded in your own priorities.
Our approach is personal and practical, with clear explanations at every step so you always know where your money stands. We're glad to serve Novato residents and the wider Marin community who want a trusted partner in their long-term financial wellbeing.
To start a conversation about your plans, call us or stop by our office.