Who We Are. Praetorian Guard, a division of Praetorian Wealth Management Inc., is a boutique wealth management firm located in Carmel, California. We believe in and cultivate long term relationships with our client families to support the entire spectrum of their current and future financial needs.
Our Name and Its Significance. Ancient Roman emperors identified the need for protection and security during tumultuous times and in 31 BC, Caesar Augustus formed The Praetorian Guard. The purpose of this elite organization was to protect the emperor and his family.
We believe our clients deserve comprehensive, objective and conflict free analysis and advice. To ensure that, we are privately held, employee-owned and work exclusively on a fee-only basis. We understand we are fiduciaries for our clients.
The combined, multi-faceted experience of our team, along with the depth and unparalleled resources we have available allow us to focus on one endeavor: serving our clients. As your family’s trusted advisor we can help coordinate all outside professionals serving you, freeing your time and energy to focus on the big picture.
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.