Just because you retire does not mean your money does too. Retirement is a goal that should be enjoyed to the fullest. With that in mind, it’s important to maximize your retirement savings without exposing yourself to risk that might threaten the stability you’ve created for your post-working days.
Knowing where your money is invested is important, and is even more critical when you’ve reached retirement. WealthGuard consulting can independently analyze the investment products on which your advisor is staking your hard earned savings, whether the risk in your portfolio really matches your needs, and whether your earnings can increase without sacrificing safety and stability.
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