Safeguard Investment Advisory Group

About Us

Safeguard Investment Advisory Group offers wealth management advice in the northern and southern communities of California. We’ll focus on your money while you focus on what really matters. Our team is dedicated to creating amazing retirements for the families we serve through a disciplined approach rooted in education, integrity, and earned trust. Your best interest is our only interest. As an independent financial firm, we are not bound to any specific institution or product, so we're free to search out the products that are right for you — not what gets us a bigger commission. We will always put the needs of our clients first. This is our promise.