Guard your wealth.

We are a provider of WealthGuard™ — an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts daily. Providing you with added peace of mind, WealthGuard™ securely tracks all of your accounts in one place, including asset allocation and overall performance. It also immediately alerts you of any changes via email and/or text message.

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Visit Us.

100 West Main St.
Pikeville, NC 27863