Founded by business owners to serve business owners, we understand the unique opportunities and challenges business owners face. We also know that your greatest asset is time – which is why we have innovated processes for business owners to visualize their financial choices and risks, evaluate the data to make prudent decisions, and execute with confidence quickly.
We start by first getting to know your story – from financials and family, to spiritual and personal goals. We then offer tailored plans and solutions that address everything from potential burn-out to legacy planning. We’ll be your partner in managing business assets, profit, taxes and more.
With our team of passionate specialists, we are ready to help you grow wealth and prosperity purposefully, and leave a meaningful legacy confidently.
Alexander Jones is the CEO and founder of Guardian Strategic Wealth Planners. With over 11 years of experience in the finance industry, Alex is a passionate problem-solver and has achieved the professional designations of CFP, ChFC, and CLU to broaden his depth of knowledge. Alex’s creative thinking offers innovative solutions for Guardian’s clients. His primary focus today is to come alongside business owners and their existing professional partners to implement personalized strategies that reduce the unique risks business owners face.
Michael Claudio is an engineer by degree but an entrepreneur at heart. After working to grow and mentor engineering teams at OEM plants for Nissan and Mercedes-Benz, he went on to build and later sell an engineering service company with 200+ employees. Now serving as the President of Guardian, Mike works to protect our clients who harness that same entrepreneurial spirit and understands the importance of protecting what you’ve built through excellent strategic planning and consulting. A published author, he shares his business values and leadership best practices through his book, In Pursuit of Legacy.
Stephanie Gaveck is the heart of Guardian Strategic Wealth Planners. As our COO, she assists Mike and Alex by tenaciously executing the company’s unique vision and goals. She believes that every client and business owner has a unique story that requires a unique approach. With a background in television development, production, and documentary research, Stephanie has unmatched attention to detail and process implementation. A master at organizing complex projects, she excels in leading teams that drive excellent results.
Guardian exists to empower individuals and businesses to make bold decisions courageously, grow wealth and prosperity purposefully, and leave a meaningful legacy confidently.
Guardian Strategic Wealth Planners exists to empower individuals and businesses to make bold decisions courageously, grow wealth and prosperity purposefully, and leave a meaningful legacy confidently.
