The number and variety of investment and insurance products out there can boggle your mind. Fortunately, you’ve found an approach to wealth accumulation that puts the focus on the person and not the product.

At Gardhouse, we’ve always tried to put ourselves in the position of our clients and see the world through their eyes – while bringing our experience and knowledge to the table. Then, we can determine which products and services are right for you.

That approach works as well during the years when you’re working to grow your wealth as when you’ve already built a comfortable nest egg. Clients who have been with us for a number of years and have already accumulated significant wealth now count on us to review those investments and modify our approach as they look at new vistas.

With Gardhouse, you have a choice of up-front, fee-based financial counsel and service; commission-based investments, including a vast array of mutual funds and investment products from insurance companies; or a combination of the two.

We work with an extensive list of reputable life insurance providers, and we can also help you choose a trustworthy firm for critical illness insurance or disability insurance.

Health insurance, dental insurance, disability insurance
Investment planning: wealth accumulation and goal funding
Life insurance
Money management and financial planning
Tax planning
Travel insurance