WHO YOU ARE

You’re the kind of person that people come to when they need something done right. People know they can count on you to do what you say, and you often
find people coming to you for insight and help. People know they can trust you. Whether working for a client, colleague, or friend, you love the idea of doing something that makes a difference in people’s lives.

You’re looking for the opportunity to prove that you’re a top performer while also being a team contributor. You feel right at home in conversations with others and people enjoy being around you. For you, learning how to be good at what you do isn’t a chore, but
rather an opportunity to be better at helping yourself and others.

You take responsibility for your own success. From direct experience, you know how to overcome challenges and obstacles. You take pride in a job well-done. You take every opportunity to learn from your mistakes to avoid repeating them.

WHO WE CAN
BE TOGETHER

Success is seldom a solo act. Rather, success requires a team and a community. In a world where people struggle
to feel confident in their financial future, we see an opportunity to produce a Path of ConfidenceTM for the
individuals and families we serve.

Now, more than ever, people seek leadership, vision, and guidance to put them on a financial Path of Confidence. None of this can happen without trusted relationships. Our advisors earn this trust every day. If you have a passion for life and want to make a significant difference in people’s lives, then a career at Wealth Strategies could be a great fit.

You’ll be working with a diverse team with uniquely competitive capabilities. Our commitment to equal value, respect, and access to opportunities for all members of our team lets you succeed in your objectives.

EXCLUSIVE TOOLS

Help your clients get financially organized and make better decisions.

Many people take a compartmentalized approach to making financial decisions, treating each decision separately as if it had no effect on other areas of their finances; they don’t focus on the big picture.

The result? They end up with strategies at odds with one another and fail to create a positive overall impact.

We offer you The Living Balance Sheet®¹ to help coordinate your client’s financial reports and stress test their financial decisions and strategies. Your client’s financial data is regularly updated from thousands of available linked accounts, so they always know where they stand. Perhaps even more valuable is the power to present narratives backed by beautifully illustrated, personalized charts and graphs that take complex ideas and make them easy to understand and act upon. The Living Balance Sheet® can help you get established with new clients and give you a solid approach to reaching out to existing clients.

1 The Living Balance Sheet® is Guardian’s electronic wealth organizational platform designed to help you take appropriate actions to achieve your desired results.

THE ADVISOR RESOURCE TEAM

One case-at-a-time strategy and support

What if you could spend more time doing only the productive things that helped clients and your career, and less time on the back office busy work?

With Wealth Strategies’ Advisor Resource Team (ART), you can. Our ART process is well-established by our top advisors and comes with personalized coaching, planning, and case preparation.

Whether clients are early in their career, already established professionals, or approaching retirement, the ARTprocess moves clients seamlessly through each decision.

TRUSTED STRATEGIES

Our approach focuses on the individual, family, and business objectives likely to be at the forefront of your client’s mind.

"Working with three categories of balance sheet thinking (personal, protected, and business), our Wealth Strategies team produces advanced asset protection strategies and significantly impact clients’ net worth."

OUR MISSION: Helping People Financially Produce and Support

A LIFE of WEALTH BEYOND MONEY

OUR VALUES:
Driven by D.E.E.D.S

• DO THE RIGHT THING
• ELEVATE COMMUNITY
• EMBRACE TEAMWORK
• DRIVE IMPROVEMENT
• SOLVE THE PROBLEM