Success in managing a business can be as complex, stressful, and difficult as managing one's investments. That is why successful businessmen and businesswomen deserve a higher caliber of wealth manager with broader experience, deeper knowledge, and superior expertise, ranging from single-stock risk management, sophisticated investment solutions, lending, and comprehensive planning solutions, amongst other specialties.
WealthGuard intimately understands the demands of today's high net worth executive and can help match you with the top advisers in the nation while keenly watching the bottom line when monitoring performance, fees, and overall process. WealthGuard knows the management and oversight of high net worth individuals' investment accounts and advisers is a business in itself, we make this our business so busy entrepreneurs and executives can more successfully run their own.
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