Taking 25 years of Wall Street experience to the Bay Area, WealthGuard is tailor-made for start-ups from New York to Silicon Valley and beyond. Executives taking a company public or through a merger, do so because they’ve been successful. It often means a life-changing liquidity event for them, and countless solicitations by advisors and brokers.
WealthGuard doesn’t represent financial advisors, brokers, or any banking institution, and doesn’t solicit capital. We offer unbiased oversight to finding the right advisor by acting as a gatekeeper to field those calls and proposals from wealth managers. We provide a "short list" of the best candidates based on your needs and expectations, saving you time, resources, and ultimately helping you choose the best advisor. WealthGuard's unbiased search and pricing for the most compatible financial advisor makes this decision - out of so many for the corporate executive - an easy one.
Company employees are also targeted by advisor solicitations, and they too need an advocate helping them navigate their newfound wealth. The time and focus taken by employees to search for, find, and price financial advisors is time taken from the invaluable work they bring to your company. WealthGuard also helps protect and guide key employees during these important company milestones.
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