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Our Commitment to You
Our Mission
We safeguard investors and their loved ones by providing comprehensive monitoring of financial advisors and investment accounts. In an era where financial elder abuse is rising and wealth transfer is reaching historic levels, our service offers crucial oversight and peace of mind
Innovation at Our Core
What We Offer
Our subscription-based monitoring service provides: Background Verification
- Comprehensive review of advisor credentials and licenses
- Investigation of customer disputes and regulatory disclosures
- Monitoring of personal financial disclosures and criminal matters
Account Oversight
- Annual 30,000-foot review of investment accounts
- Identification of potential risk factors
- Color-coded summary reports highlighting areas of concern
Shaping the Future
Your Trusted Partner
Passion, Purpose, Progress
Why Choose Us
Financial security shouldn’t be left to chance. With approximately $84 trillion in wealth expected to transfer through inheritance over the next two decades, protecting your investments has never been more critical
.Our service is ideal for:
- Investors seeking additional oversight
- Family members monitoring elderly relatives’ finances
- Anyone wanting verification of their advisor’s credentials
- Individuals who want to be better prepared for advisor meetings
Innovating Together
Leading the Way With Our Partners
Together with our trusted partners, we’re driving innovation and delivering excellence.
Explore the brands that make it all possible.
A Legacy of Excellence
Peace of Mind
We provide clear, actionable insights through our color-coded warning system and suggested follow-up questions for your financial advisor. While we don’t offer financial advice, we empower you with the information needed to make informed decisions about your financial future
