Guaranty Private Wealth

Guaranty Private Wealth, LLC is a registered investment advisor based in Ridgeland, Mississippi, offering personalized asset and investment management, retirement plan consulting, and financial planning services. Founded in 2019 and backed by Guaranty Bank and Trust Company, the firm focuses on building long-standing relationships with individuals, families, corporations, and endowments. Guaranty Private Wealth takes a goal-based, long-term approach to investing without relying on predefined asset allocation models. Instead, portfolios are customized based on each client's specific risk tolerance, time horizon, and economic trends, typically incorporating a mix of equities, fixed income, cash, and alternative investments. The team also includes certified financial planners who provide comprehensive financial planning covering cash flow, retirement projections, and estate planning recommendations.