Who We Serve


Heirs to wealth often face difficult choices, responsibilities, and concerns that their parents or loved ones never helped them prepare for.

Your current advisor was perhaps a good fit in the past and suited the needs of a departed loved one, but might not be right for you today. We understand the complications with estate gifts and can independently evaluate your present advisor’s compatibility with your goals or help find a new one that better suits your needs.

From choosing a new investment advisor or overseeing a current advisor to taxable ramifications, definitions, and restrictions on the various trust structures, WealthGuard provides unbiased counsel on best practices to ensure that the gift you received lasts for generations to come.

Our Services at a Glance

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