Why am I getting this SMS?Your account value is getting close to the Wealthguard number. Don’t worry, your advisor will be beginning to review options to take with your accounts. This may include trading your account to follow a different model, trading your account to cash, or in some cases, your advisor may not take any action and wait for the market to rebound. If you have any questions, feel free to contact your Advisor.
Why WealthGuard? Because you've worked too hard to be surprised by your money.
Advisors who offer WealthGuard are always working hard for you and are committed to complete transparency. They invest in WealthGuard to help them protect your assets and proactively monitor your strategy, providing you with additional peace of mind. WealthGuard automates smart decision making.