Wealthguard

WealthGuard, Inc. is a premier protection agency for major investors, specializing in matching companies, organizations, and individuals with top financial advisors. With their customized due diligence and oversight programs, they ensure that advisory services are of the highest caliber at the most competitive fees.

Founded by Roger Gershman, a highly successful financial advisor with over 25 years of experience, WealthGuard Inc. offers a range of programs including WealthCheck, WealthMonitor, and WealthMatch to review, audit, and analyze fees, risks, and performance of financial advisors. Their partnership with MSA Investigations brings the highest caliber of due diligence and background checks on financial advisors to their clients.

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