Tony Hellenbrand, CFP®

Tony Hellenbrand, CFP® is a partner at Safeguard Wealth Management, a fee-based advisory firm and registered investment advisor located in Green Bay, Wisconsin.1 He has been managing wealth for individuals and institutions since 2007.1

Professional Background

Tony Hellenbrand is a Certified Financial Planner (CFP®) and holds the Retirement Income Certified Professional (RICP) designation.1 He graduated with honors from Michigan Technological University, where he studied business administration and finance.1 During his time at university, he was part of a team that managed a live money portfolio for one of the university's endowment funds, earning national recognition for their efforts.1

Career and Expertise

After graduation, Hellenbrand began his career working for a private investment firm in Connecticut before joining Safeguard Wealth Management.1 His focus is on helping people turn their 401(k)s, IRAs, and brokerage accounts into tax-efficient retirement income.2 He is known for his expertise in:

1. Wealth management
2. Retirement planning
3. Tax-efficient investment strategies

Investment Philosophy

Hellenbrand's investment approach is characterized by three key principles:

1. Defense: Protecting client assets
2. Diversification: Spreading risk across various asset classes
3. Dynamic management: Employing sophisticated quantitative approaches and adaptive strategies1

He believes in using managers who can actively adjust portfolios based on market conditions, including the ability to move to cash, bonds, or even inverse market positions when necessary.1

Professional Values

Tony Hellenbrand is a strong advocate for protecting clients' rights and upholding a fiduciary standard in the financial advisory industry.1 He emphasizes the importance of:

• Clarity and transparency
• Independence in planning and investment recommendations
• Client empowerment and education1

Personal Life

Tony lives in De Pere, Wisconsin, with his wife.1 Outside of work, he enjoys fishing, hunting, and golfing, as well as watching Wisconsin Badgers and Green Bay Packers games.1 He is also actively engaged in using social media, blogging, and modern technologies to market his firm to younger generations.1