About Us

Guaranty Private Wealth is a registered investment adviser with the states of Mississippi and Tennessee that provides portfolio management and planning solutions to affluent and institutional markets. By adopting policy portfolios specific to client needs, our goal is to  maintain the purchasing power of assets and create real returns to meet our client’s objectives.

We do not use pre-defined asset allocation models or model portfolios.  Just as you are unique, so is your investment portfolio.  Our approach to investment selection is founded by the belief that our client’s success is a function of proper diversification.

Private Wealth

  • Growing and Preserving Wealth
  • Estate Planning and Wealth Transfer
  • Retirement Planning Solutions
  • Charitable Giving
  • Private Banking
  • Individual Asset Management
  • Business Succession
  • Concierge Banking
  • Institutional Asset Management
 

Guaranty Private Wealth, LLC, is a Registered Investment Adviser registered with the Mississippi Secretary of State’s Securities Division and Tennessee Department of Commerce & Insurance and organized as a Mississippi entity. Guaranty Investment Corp., also known as Guaranty Wealth Advisory according to its registered trade name is the sole member of Guaranty Private Wealth, LLC.  Guaranty Investment Corp. is a wholly owned subsidiary of Guaranty Bank and Trust Company, a Mississippi state banking corporation.

Not FDIC Insured – Not Bank Guaranteed – May Lose Value – Not Insured by any Federal Government Agency – Not a Bank Deposit

We Are Here For You

Get to know our team

Clayton Smith

Managing Director / Portfolio Manager

Amy Wheeler

Compliance & Operations Manager

Alison Martello

Executive Assistant & Business Development Coord.