About Us

Our Company Lineage. Praetorian Guard traces its history from the early 1970s as financial planning was beginning to emerge as a distinct business separate from traditional brokerage relationships.

The original vision for Praetorian Guard was born of the wealth management innovation initiated by Jerry Ledzinski, who founded J.M. Ledzinski and Company on the Monterey Peninsula.  As the youngest graduate in the first class of the Certified Financial Planner® program in 1973, Jerry was among the first planners to integrate financial plans for clients that encompassed all components of their life ranging from taxes to estate plans to investments. 

In 1990, legendary global investor Sir John Templeton selected Jerry to develop and build his new Private Client firm specializing in separate account management. Once again breaking new ground, under Jerry’s leadership Templeton Portfolio Advisory became a multi-billion dollar asset manager by 1999. 

The years 2000 to 2007 provided the opportunity to serve our clients while returning to our roots as a financial planning firm. Our experiences as a boutique wealth management group, combined with the explosion of services offered by institutional level custodians, allowed us to build an organization that places the client family's interests first by providing unbiased and conflict free recommendations.

In 2008, Praetorian Guard recommitted itself to remaining independent, objective and client centered as a division of Praetorian Wealth Management, Inc, a 100% employee owned firm. The combined, multi-faceted experience of our team, along with the depth and unparalleled resources we have available allow Praetorian Guard to focus on one endeavor: serving our clients.

Our Commitment To Our Client Families. Praetorian Guard is committed to remaining an independent, boutique wealth management firm built on a shared vision of exceeding the expectations of select clientele today and in the years ahead.