WealthGuard FAQ's

What is WealthGuard and how is it different than other account monitoring technology?

WealthGuard is the the only account monitoring system that allows investors to define a unique WealthGuard number on every account they have, no matter where it is managed, as well as on the total of all their investment accounts. Every investor can find a WealthGuard number that is comfortable for them, so you are always in control of how much risk you’re really taking with your money.

Is WealthGuard the same as a Stop Loss Strategy?

No, WealthGuard monitors entire accounts as well as the totals of those accounts. It acts like an early warning system that notifies you, and when you'd like, your financial advisor if there are ever losses in your account that are approaching your maximum comfort level. If this happens WealthGuard notifies you, and your advisor should you wish, to initiate a discussion about options to help limit further losses. WealthGuard also automatically makes a suggested asset allocation change that could potentially limit further losses.

Can I put WealthGuard on my 401K, even if my employer doesn't offer it?

Yes! WealthGuard works for nearly all accounts, including almost all retirement plans. Even if you just want it for yourself that’s okay. Better yet though, after adding it to your own account, put your companies retirement plan administrator in touch with me at john@assetarchitectsllc.com so we can see about making sure all the employees at your company have access to WealthGuard. After all, it’s 100% free on all 401k plans.

How can I get WealthGuard on my portfolio?

WealthGuard is available for free on almost all investment portfolios. It just needs to be setup by Asset Architects LLC. To start the process contact john@assetarchitectsllc.com and request access to WealthGuard.

How is my financial information protectsd?

WealthGuard is a read only system that does not have access to your actual account number. The information it does track (holdings, transactions, and performance) is all secured by bank grade encryption. You can read more about the security of WealthGuard by visiting https://www.blueleaf.com/security/.

Do I have to change my investments to use WealthGuard?

No! WealthGuard works on nearly all investment accounts in the US, including major brokerage firms like Fidelity, Charles Schwab, TD Ameritrade, Merrill Lynch, Morgan Stanley, Well Fargo, Edward Jones, and many, many more. If you do have questions though about how you can better position your investments to reach your long term financial goals, John R. McGonagle Jr. CFP® CRPC® can work with you to design a portfolio that best fits your needs.

How do I see my account information and monitor my WealthGuard value?

You can login to our secure client portal at https://Asset-Arch.blueleaf.com/. Once online, you’ll easily be able to track all your accounts, regardless of where they are located, all in one place. WealthGuard also sends out weekly (or monthly if you prefer) progress reports so you always know where you currently stand in relation to your WealthGuard value. For those that want the ultimate in proactive communication, WealthGuard also can send a simple and secure text message to your mobile device congratulating you each time your investments reach a new all time high, therefore increasing your WealthGuard Value.

How will I know if my accounts have reached a WealthGuard alert or warning level?

WealthGuard automatically sends you an email and text message warning (if you authorize text/sms messages) if any of your accounts reach 75% of their WealthGuard Number. This means if you have a 10% WealthGuard Number, and you have an account that is down 7.5% from it’s all time closing high, you’ll get a notice. WealthGuard also sends a alert if you reach your full WealthGuard Number (a 10% decline from the all time high based on the prior example). In additions to the proactive notifications, you will also see a yellow warning indicator on your online dashboard at the 75% warning level; as well as a red alert indicator should the full WealthGuard Number be reached?

Why aren't all financial advisors offering WealthGuard?

WealthGuard is a fresh idea to address a long running problem, so we’re working hard to ensure all investors and all financial professionals have access. Starting a movement, and fixing an industry that has had problems for over a century, takes some time. If you have an advisor you think would benefit from WealthGuard, please suggest they visit www.WealthGaurd.me/Advisor.

What is the best way to let my friends and family know about WealthGuard?

Great question! We love to help people make smart investment choices and protect their investments. Have them contact Asset Architects LLC at john@assetarchitectsllc.com and request access to WealthGuard.