We are a provider of WealthGuard™, an incredibly simple, yet powerful, early warning system that monitors your investment accounts every day, assuring you there is a plan in place to help protect your investments in all market conditions. Providing you with added peace of mind, WealthGuard™ securely tracks all your accounts in one place, including asset allocation and overall performance, and immediately alerts your financial advisor of any changes via email and/or text message. More importantly, WealthGuard™ will initiate a specific plan of action to help protect your accounts, while keeping you focused on your long-term investment goals.
And since WealthGuard™ monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.
Watch the video to learn how WealthGuard™ can help you.