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WealthGuard revolutionizes the way you keep track of your financial accounts. It monitors all of your accounts daily, helping reduce the possible effects of a large market crash and providing you with greater peace of mind.

The WealthGuard Number represents the maximum loss you are comfortable with from the highest value your accounts have reached. It's also the number that WealthGuard uses to give you an early warning when you account may need attention in order to prevent further losses. 

We offer WealthGuard free of charge to our clients and prospective clients because we care.