Who We Serve


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.

Our Services at a Glance

  • Advisor Assessment
  • Advisor Search
  • Forensic Portfolio Analysis
  • Forensic Fee Analysis
  • Portfolio Oversight