We build personalized wealth protection systems for enlightened advisors and their clients.
WealthGuard allows you to work with your advisor to do 3 things.
1. Set limits
Working with your advisor, you set limits on your exposure to market losses depending on your risk tolerance and investment approach for each account. This process creates your WealthGuard Number.
2. Proactively Monitor
The system then automatically monitors the activity in each of your financial accounts and changes in your overall net worth, increasing your WealthGuard Number as you add money or as market value increases.
3. Confidently Act
If the value of your account approaches your WealthGuard Number, the system leaps into action by alerting you and your advisor to market conditions that may indicate it’s time to act to protect your assets.