Many men and women unfortunately find themselves in an unfamiliar financial situation after a divorce - especially if their former spouse handled most of these matters during the marriage - and must now fend for themselves in what are often complex wealth management responsibilities.
WealthGuard can objectively guide you through the uncertainties created by divorce and match you with the most compatible financial advisers available. On-going quarterly meetings with WealthGuard consultants provide you with independent analysis of those advisers' performance and fees to ensure you will never find yourself in financial uncertainty again.
WealthCHECK is an intensive review, audit and analysis of your existing wealth management relationships and accounts, including intensive vetting of your advisor(s), fees, strategy and implementation, asset allocation and product selection. This ensures fees are minimized and account managers and activities are appropriate for your goals and objectives.
WealthMONITOR is ongoing, holistic oversight and monitoring of your wealth manager(s) and accounts they manage as a client advocate to ensure continued implementation of the appropriate selected strategy, asset allocation, implementation, product mix and fee basis.
WealthMATCH is an expert, efficient process to identify an ideal advisor for each client. WealthMATCH focuses on identifying candidates who are best positioned to implement the client's specific goals at appropriate, transparent fees, while also maintaining the appropriate levels of ethical standards and deep knowledge of the investment solutions they offer.
Our Services at a Glance
- Advisor Assessment
- Advisor Search
- Forensic Portfolio Analysis
- Forensic Fee Analysis
- Portfolio Oversight