Cultivating your wealth, securing your futureĀ
We grow and safeguard your wealth with expert guidance and care so that you can live your life well . Together, weāll build a prosperous future that honors your values.
Contact usWHO WE SERVE
Why you should partner with us.
You're a high earner
Highly compensated professionals, entrepreneurs, and business owners with at least $350,000 in assets who value integrity, stewardship, and thoughtful planning.
You have complex goals
Individuals and families seeking a trusted partner to achieve long-term financial goals and navigate complex business transitions, exits, or estate planning.Ā
You're a non-profit
Foundations and non-profits entrusted with significant financial resources who seek guidance on investment management, grant-making, and financial sustainability.
ABOUT US
Our founders
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Sam Parail
Co-Founder and Wealth Advisor
SamĀ co-founded Guard Legacy, and is a seasoned financial advisor with over two decades of experience. He's passionate about thoughtfully helping individuals and families achieve their financial goals.
Michael Oskouian
Co-Founder and Wealth Advisor
AsĀ a co-founder of Guard Legacy, Michael is a seasoned financial advisor with over three decades of experience. He's passionate about helping individuals and families secure their financial future.Ā
"Knowledge is a process of piling up facts; wisdom lies in their simplification."
Prof. Martin H. Fischer M.D.
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CONTACT US
Send us a message
Have questions about your unique situation? Fill out the form below.
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Guard Legacy is a member firm of The Fiduciary Alliance, LLC which is a registered investment adviser. A copy of The Fiduciary Allianceās current written disclosure statement discussing The Fiduciary Allianceās business operations, services, and fees is available at the SECās investment adviser public information website www.adviserinfo.sec.gov or from The Fiduciary Alliance upon request.Ā This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of The Fiduciary Alliance, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another partiesā informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.