WealthGuard™ is a complete portfolio monitoring system. It watches all of your money, including accounts not managed by FormulaFolios, to help protect your money from market risk.
The simplicity of WealthGuard™ is what also makes it so powerful.
As an investor, you are able to set a WealthGuard™ Percentage. This is the maximum percentage you feel comfortable seeing an account decline from its highest closing value before having your advisor make a change to a more conservative investment mix.
This creates a defined plan, one that is specifically designed to help investors avoid making ill-timed mistakes, and help protect the money you’ve worked hard to save.
WealthGuard™ is provided to all FormulaFolios clients, on all their investment accounts, at no additional cost. We even provide it for free on accounts you want to have monitored that are not managed by an advisor, like your 401(k), self-managed investment accounts, and college savings plans.
How Does WealthGuard™ Work?
WealthGuard™ is one-of-a-kind in that it does 3 things automatically to help protect your money.
With WealthGuard, you and your advisor are better able to work together, to help protect your complete financial picture.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), an SEC Registered Investment Advisor and an affiliate of Brookstone Capital Management, LLC. BWA and The Retirement Income Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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