Broker Check

Meet the Guardians

We are the Lifestyle Guardians.

We believe in a collaborative approach to develop comprehensive wealth management plans for each client.

We look forward to meeting you and helping you achieve your financial goals as your Trusted Family Advisors.

Jeffrey Kitzberger, CFP®

Founding Partner | Private Wealth Manager

(440) 505-5740

(440) 505-5741

As a CERTIFIED FINANCIAL PLANNER™ Professional, Jeffrey focuses his knowledge and talents on creating comprehensive wealth management strategies for his clients, by concentrating on overall portfolio management. Jeffrey collaborates...

Read more

Sherri Kitzberger, CDFA™

Founding Partner | Private Wealth Manager

(440) 505-5746

(440) 505-5747

Co-founder Sherri Kitzberger, CDFA™, brings over 20 years of insurance and finance experience to the firm. She was previously the Founder and President of Fairmount Financial Group,

Read more