Monique Dadje
Your Family's
Financial Guardians
Lineage Guardian Private Wealth and Retirement Planning Strategies exists because the families who need the most help are often the ones the financial industry ignores.
We were built to change that.
As a private wealth management firm, we serve families across the country with strategies that protect against life's biggest financial risks like critical illness, market loss, high taxes, inflation, and outliving retirement savings.
We combine the depth of a top-tier wealth management firm with the accessibility, education, and personal attention.
If you've been searching for a financial analyst who actually listens, educates, and builds a strategy around your life, you've found them.
Company's Vision & Mission
Company mission and vision
Our mission to top
success
Credibly administrate robust resource intellectual capital. Credibly brand the market positioning.
Our mission to top
success
Credibly administrate robust resource intellectual capital. Credibly brand the market positioning.
What We Stand For
Guidance First
Before we ever make a recommendation, we make sure you understand the risks you're carrying, the options available to you, and the strategy we're proposing, in plain language, every time. This is what separates great financial analyst services from the rest.
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Strategy Over Sales
There is a real difference between firm that sells you a policy, one that designs strategy around your life. When families hire a wealth management firm, they deserve the latter. We provide every recommendation that is driven by your goals.
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Rooted in Community
Our community is our purpose. We were founded to serve families who've been underserved by traditional financial institutions, and to give them access to the same caliber of strategy, education, and protection.
Learn MoreYour Path to Financial Clarity
Schedule Your Free Strategy Call
On our first Strategy call, we'll spend time understanding your current financial situation, your family's goals, and the gaps you may not even be aware of.
We Build Your Custom Strategy
Based on what we learn about you, we build a personalized strategy covering retirement income, protection planning, wealth building, and legacy planning. This is what a genuine financial analyst services look like.
We Implement & Support
We check in regularly, review your plan, and are available whenever questions arise. Families looking for the best financial analyst for retirement and beyond don't just want a plan; they want a partner. That's who we are.
Let’s Build A Lineage For You!
