Who We Serve


Family Office Chief Finance or Investment Officers are experienced investors who protect the interests of the family, but still can be overwhelmed by the due diligence necessary to vet the advisors and products sold by the Wall Street firms they represent.

WealthGuard brings 25 years of experience working at big banks, but do NOT solicit their products. Rather, we support the efforts of the CFO or CIO and help them price, compare, and vet those Wall Street products or advisors - adding a layer of protection for the family's wide-spread interests.

Be it single stock risk management, loans, investment offerings, or helping to find the most senior advisors among thousands of candidates, WealthGuard is an invaluable partner to most any Family Office.

Our Services at a Glance

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