Wealth Guardian Group, based in Gilbert, Arizona, is an independent, full-service financial firm offering a comprehensive suite of services including investment management, insurance brokerage, tax preparation, legal document assistance, and charitable support through its nonprofit foundation. The firm aims to streamline clients’ financial lives by integrating various services under one roof, ensuring cohesive and personalized strategies tailored to individual goals, risk tolerance, and timelines. Led by founder Jared R. Daniel, a CERTIFIED FINANCIAL PLANNER™ professional, the team emphasizes ethical, fiduciary guidance across all financial stages. Additionally, the Wealth Guardian Hope Foundation extends financial education and assistance to those in need, reflecting the firm’s commitment to community support