We are a provider of WealthGuard™, an incredibly simple, yet powerful, early-warning system that monitors your investment accounts daily, so you can invest with confidence that there’s a plan in place to help protect your investments in all market conditions.
WealthGuard securely tracks your accounts in one place, including asset allocation and overall performance, and alerts you of any changes via email and/or text message. More importantly, WealthGuard notifies you, your financial advisor and your money manager so specific action may be taken 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.
Learn how WealthGuard™ can help to protect your portfolio!