Claire Braun is a Financial Advisor and managing member of GoldenGuard Wealth Management, LLC, a North Carolina and Florida Registered Investment Advisor. She currently holds a Series 65 securities license, and graduated Summa Cum Laude from the University of Texas at Arlington with a Bachelors degree in Finance. Claire Braun is also an insurance agent for GoldGuard Financial, Inc. She currently holds her North Carolina Health and Life insurance and non resident in the states of Florida and South Carolina.
Thomas Braun is a Financial Advisor with GoldenGuard Wealth Management, LLC, a North Carolina and Florida Registered Investment Advisor. He currently holds a Series 65 securities license, and Thomas graduated with a degree in accounting from Petrelle University in Paris, France. Thomas Braun is also an insurance agent for GoldGuard Financial, Inc. He currently holds a North Carolina Health and Life insurance and non resident in the states of Florida, South Carolina and Texas.
Planning for the future is at the heart of the services we offer our clients. We can help you prepare for your future financial obligations, work with you to develop a plan to work towards your financial goals. Our goal is to help you find composure and confidence in your financial future.
As Financial Advisors, Claire and Thomas work hard to understand your short, mid-term and long-term goals, in order to provide risk appropriate, personalized investment management strategies designed to help you work towards those goals. They help individuals manage their wealth throughout retirement and effectively plan for the distribution of wealth according to her clients’ legacy plans.
As full service Financial Advisors, we offer:
- Portfolio Analysis and Recommendations
- Active Asset Management
- IRA/401(k) Rollovers
- Income Planning
- Wealth Management
- Legacy Planning
- Wealth Transfer Strategies
- Social Security Strategies
Claire lives in Matthews, NC with her husband Eric, their two kids, Owen & Estelle, and their dog Maxine.
Thomas lives in Matthews, NC with his wife Maryse and their dog Chloe. There biggest joy is spending time with their grand children, Owen and Estelle.