Financial Planning Designed to Grow with You
At the WealthGarden, we take a hands-on approach to growing your financial well-being. We work intentionally with a select group of clients to provide personalized guidance that fits your goals, family, and values.
CULTIVATE. GROW. MAINTAIN.
Proof in the Partnership
A reflection of the care, connection, and confidence we strive to cultivate in every relationship
The WealthGarden team is great with advising and supporting me with the financial decisions that I have made over the years for me and my son... really engaged with women and empowering us on how to manage our financial lives
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—Irene
I have other investments with firms, but didn't feel like there was a relationship there. But with WealthGarden, there is personal connection and the knowledge base is very deep
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—Nikki
The WealthGarden aims to offer top level service and anytime we have issues, our advisor jumps on it... very involved and gives us good options.
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—John
For a lot of us who don't understand all aspects about financial planning, there's a lot of anxiety around it. They are approachable with helping us get through it, we trust them. We wanted a team that is accessible to our family.
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—Michael & Nancy
The testimonials presented are from actual WealthGarden clients and were not compensated for their feedback. The testimonials featured have been selected from client experiences to highlight diverse perspectives. To our knowledge, no conflicts of interest exist regarding these testimonials.
A thriving WealthGarden begins with intentional care and trusted partnership
We started the WealthGarden to offer the kind of personal lifelong guidance that larger firms often overlook. As a boutique, independent firm, we're able to give each client the attention they deserve.
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As fiduciaries, we act solely in your best interest, offering financial support that is independent, transparent, and rooted in what matters to you most.
How We'll Partner Together
Our process is intentional and seamless
We focus on keeping things straightforward and personal. You'll always know what to expect, with clear communication and attentive guidance through every phase of your financial life.
We'll bring confidence and understanding to your finances
Together, we'll explore your options and design an actionable plan that aligns with your goals, so you always know where you stand and what's next.
We're in it with you for the long run
Our team is here through every season of your life: celebrating milestones, navigating challenges, and ensuring your plan evolves as you do.