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Partnering with Michael Oskouian at Guard Legacy has been one of the best decisions I’ve made for the long-term stability of my business. Michael approached our planning process with a level of thoroughness and professionalism that is rare in today’s fast-paced environment.

— Harry Sandhu
President, JPH International

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At Guard Legacy, we design bespoke strategies for individuals and families who value precision, discretion, and impact. As a boutique firm, we go beyond financial planning — we craft enduring solutions that protect your wealth, preserve your values, and empower future generations.

Personalized Financial Planning with Purpose

At Guard Legacy, we believe your financial plan should reflect your unique story and aspirations. Whether you’re preparing for retirement, growing your business, or shaping your family’s future, we start by understanding who you are and what you value most. From there, we design a customized strategy to help safeguard what matters and guide you toward lasting success.

As your life and goals evolve, we’ll be right there with you—adjusting your plan to meet new challenges and opportunities while keeping you focused on what’s most important.

What Our Clients Are Saying

Our Team’s Difference

Integrity: We view every client relationship as a partnership built on trust. At Guard Legacy, we are committed to providing transparent, thoughtful, and objective guidance—always putting your best interests first.

Support: Your goals become our goals. We are here to champion your success, help you navigate challenges, and equip you with the knowledge and confidence to make sound financial decisions.

Experience: With decades of combined experience across wealth management, business succession planning, and client service, our team brings a depth of insight that allows us to deliver tailored strategies designed to help you protect and grow your wealth.

Meet Our Team

Services

Cash Flow and Risk Management

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?

Retirement and Succession

When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more. But what about Succession Planning...

Tax Strategy

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.

Investment and Liquidity

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Estate and Legacy

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.