Services
- Accounting & Auditing
- Business Advisory and Risk Services
- Business Valuation & Litigation Support
- Employee Benefits
- Entrepreneurial Services
- Financial Services - Pittsburgh
- Financial Services - West Palm Beach
- Financial Staffing Solutions
- International Services
- Mergers, Acquisitions & Transaction Advisory Services
- Public Company Services
- Tax Compliance & Consulting
Alpern Financial Services
West Palm Beach
Capital Guardian is a nationally registered broker-dealer with offices strategically located to serve the eastern United States. Through its affiliation with Pershing, LLC, the industry’s largest provider of global clearing services, you can rest assured that your investments and assets are safe and securely placed with a reputable, unbiased and unconflicted resource. Capital Guardian recognizes what is important to investors today. Traditional values coupled with cutting-edge technology assists our registered representatives to enable you, our client, to feel confident that your assets are managed in real time with accurate attention to what is happening in the economic landscape.
Capital Guardian Wealth Management
Our registered investment advisor firm, Capital Guardian Wealth Management, offers registered investment advisors multiple fee-based platforms, and access to experienced third-party money managers. Advisors have the ability to customize your assets based on your individual needs through strategies based on separately managed accounts, flexible portfolios, unified managed accounts, longevity income solutions, asset allocation portfolios, principal protected notes, and more.
For more information, and to log in to your account please visit: http://capitalguardianllc.netxselect.com/.
Established in 2007 from the merger of Mellon Financial Corporation and The Bank of New York Company, Inc.,. The Bank of New York Mellon is a leading asset management and securities services company, uniquely focused to help clients manage and move their financial assets and succeed in the rapidly changing global marketplace. Headquartered in New York, The Bank of New York Mellon has $20.7 trillion in assets under custody or administration and $926 billion under management.