Guardian Wealth Strategies

The 2024 Guardian Charitable Giving Survey results are in! This year, the Guardian Charitable Fund will send out the following donations:
• $5,000 to CROSS Food Shelf CROSS Services
• $3,000 to Faith's Lodge Faith's Lodge
• $1,000 to Angel Tree Christmas Prison Fellowship Angel Tree
• $1,000 to Pause 4 Paws Pause 4 Paws

THANK YOU FOR YOUR VOTES!!!

Guardian continues its tradition of using feedback to shape our annual giving – all driven by YOUR VOTES! Your input plays a vital role in determining where our support goes, ensuring that we make a meaningful impact in the areas that matter most to you. This year, Guardian Charitable will donate and divide $10,000 between four (4) different nonprofit organizations!

Please vote for your two (2) favorite organizations here: https://www.surveymonkey.com/r/2024GuardianGivingSurvey! Results will be shared in the coming weeks.

Thank you!!

Send a message to learn more

Many Blessings to You and Yours in 2024!!!

Thank you to those who participated in the 2023 Guardian Charitable Giving Survey! This year, the Guardian Charitable Fund will send out the following year-end gifts:

• $5,000 to Sharing and Caring Hands https://www.facebook.com/SharingandCaringHands
• $3,000 to Make-a-Wish Foundation of Minnesota https://www.facebook.com/makeawishmn
• $1,000 to Arrive Ministries (formerly World Relief Minnesota) https://www.facebook.com/arriveministries
• $1,000 to Coco’s Heart Dog Rescue https://www.facebook.com/cocosheartdogrescue

A little bit of gift giving and some holiday cheer!!

Wishing you and your family safe travels and wonderful holiday season!!

Norma Jo Antolak ensures our entire operation functions with efficiency, grace, and kindness. This week marks 50 years since she walked into EF Hutton as an eager 16 year old to start her financial services career. Congrats to one of the best we've ever known!!

"10 years ago today I had breakfast with Brent Hoppe to discuss our careers as financial advisors and dream about the future. During that chat Brent proposed that it was a perfect time in our lives to take our experience and knowledge to the next level by starting our own advisory firm. My reaction? No. I love the craft of financial planning, but I don't want to spend my days "designing business cards;" I want to spend my days advising clients. What I failed to remember at the time, but I'm reminded of today looking back, was something a mentor of mine had shared about the stages of life, which she had learned from her mentor decades earlier. First, we are apprentices, who are learning our craft. Next we start perfecting our craft, and become experts in our field. After becoming experts, we then take that expertise and mentor others who are just starting their journey. And finally, in the last stage, we create an environment where apprentices can grow, journeymen become experts, and experts mentor apprentices. Little did I realize, when initially reacting with disdain at Brent's suggestion, that becoming an expert would never be enough. We would only be fulfilled in our journey if we reached that last stage. I'm humbled to be there now."

- Gregory Gassert

A big thank you to everyone who participated in this year’s Guardian Charitable Giving Survey. The results and our subsequent year-end gifts are below:

• 1st Place = $5,000 = Cornerstone Advocacy Services (domestic abuse services)
• 2nd Place = $3,000 = VEAP (Volunteers Enlisted to Assist People) (food shelf)
• 3rd Place = $1,000 = Secondhand Hounds (animal rescue services)
• 4th Place = $1,000 = Toys for Tots Twin Cities (human services)

Today is moving day for Guardian's Burnsville Team!

Starting Monday (8/1) the new address will be 350 W Burnsville Pkwy., Suite 525, Burnsville, MN 55337.

Stop by and visit! 😀 Yelisey Kuts Trey C. Peterson