An Early Warning System for Your InvestmentsBecause you've worked too hard to be surprised by your money. Ask Your Advisor About WealthGuard
Get a single point of reference for protecting your entire net worth, the WealthGuard number. This simple reference means you always know where you stand.
WealthGuard allows you and your advisor to set your exposure to market conditions and automatically trigger processes to adjust to the market.
It’s easier to sleep at night knowing WealthGuard is automatically monitoring all your assets to help you lock in your gains and limit losses.
Some of the investment companies we work with
Quick stats on WealthGuard
Do you have time to monitor your investments?
WealthGuard monitors your investments automatically.
24/7 all year round. We don’t take days off.
Text and email alerts
Account and household level tracking
Simple financial dashboard
Who are WealthGuard Advisors
Advisors who offer WealthGuard are committed to complete transparency. They invest in WealthGuard to give you that additional peace of mind.
“My clients deserve access to every tool that can help them be more confident about their financial future. WealthGuard is a vital part of our transparency system.”
“Your WealthGuard number is key to your retirement planning strategy. Having WealthGuard to monitor and notify is a backstop that every investor should have.”
“WealthGuard allows me to work with clients to set market exposure and automatically alerts our team to adjust to the market. WealthGuard let me go beyond industry standards to give our clients additional control.”