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.

WealthGuard Cornerstone Programs

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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.