• 1996

Company Description

Girard Partners, a wealth management advisory company.

Girard Partners, a wealth management advisory company, provides wealth management solutions to individuals, their families, and businesses. The company offers investments, financial planning, and wealth protection services. It provides services in the areas of wealth management planning and analysis, investment strategy and portfolio management, and assets and financial relationships coordination; asset allocation and diversification, risk management, insurance planning, and tax minimization strategies; retirement planning and income strategies, education funding, business planning, and charitable giving; and estate planning, trust consultation, and multi-generational wealth transfer.