Expertly Matching Companies, Organizations and Individuals With Financial Advisors

Our customized financial advisor due diligence, matching, and oversight programs help ensure advisory services are of the highest caliber at the lowest possible fee.

We do Not work with any investment firm, bank, or advisory team
We receive NO remuneration from any source but our client
We search for top financial advisors who fit ONLY our client's profile at the right price
We INDEPENDENTLY audit our client's current financial advisor's performance, risks, and fees

WealthGuard Cornerstone Programs

WealthCheck™

WealthCHECK™ is our Free intensive review, audit and analysis of fees, risks, and performance of financial advisors for individuals, a company plan and its employees, or an organization's financial advisory services

WealthMonitor™

WealthMONITOR™ is ongoing, holistic oversight and monitoring of fees, risk and performance of financial advisors for individuals, a company plan and its employees, or an organization's financial advisory services

WealthMatch™

WealthMATCH™ is our expert process to identify the best possible financial advisor(s), negotiating fees and services for an individual, a company plan and its employees, or an organization's financial advisory services.

Powered by MSA

MSA Investigations, led by Edward Dickson performing intensive background checks for businesses, government agencies, and individuals world-wide. Our partnership with MSAI brings WealthGuard’s due diligence and background checks on financial advisors to the highest caliber.