Get in Touch With Us

Yes! We offer a complimentary 15-minute video consultation where our certified financial planners can assess your situation and discuss how WealthGuard can help you achieve your goals — no commitment required.

Absolutely. Our New York headquarters is open Monday through Friday from 8 AM to 8 PM EST. We recommend scheduling an appointment in advance to ensure a financial advisor is available to meet with you.

It helps to have your current financial statements, monthly income details, existing debts, and investment accounts information handy. However, you don't need everything — we can start with a general conversation and gather details as we go.

Yes, we take security extremely seriously. All communications are encrypted with 256-bit AES encryption. We are SOC 2 Type II certified and undergo regular security audits. Your data is never sold or shared with third parties.