Get full access to WealthGuard's professional financial planning tools, AI-powered insights, and expert guidance — completely free for 14 days.
Start managing your finances smarter
Get the full WealthGuard experience for 14 days. No limitations, no restrictions.
Real-time tracking of all your investments, accounts, and net worth in one unified dashboard.
Full AccessMachine-powered analysis of your finances with personalized recommendations and alerts.
AI-PoweredAutomated budget categories, spending limits, and savings goals that adapt to your habits.
AutomatedA 30-minute strategy session with a certified CFP® professional to map your financial roadmap.
Free SessionAI-generated tax savings analysis showing exactly how to reduce your tax burden legally.
Custom ReportInteractive retirement projections showing exactly how much you need and how to get there.
InteractiveOur streamlined onboarding gets you up and running with your personalized financial plan in under 5 minutes.
Sign up in 30 seconds with just your email. No credit card needed to start your trial.
Securely link your bank accounts, credit cards, and investment portfolios in one click.
Our AI analyzes your finances and generates a personalized plan tailored to your goals.
Book a free 30-min call with a certified advisor to review and refine your strategy.
Your free trial gives you Professional-level access. Here's how plans compare after your trial ends.
| Features | Free Trial (14 Days) | Starter — $29/mo | Professional — $79/mo | Elite — $199/mo |
|---|---|---|---|---|
| Budget Tracking | ||||
| Portfolio Dashboard | ||||
| AI Financial Insights | ||||
| 1-on-1 Advisor Call | (1 session) | (Quarterly) | (Monthly) | |
| Tax Optimization | ||||
| Retirement Planner | ||||
| Estate Planning | ||||
| Real Estate Advisory | ||||
| 24/7 Priority Support | ||||
| Family Office Services |
Thousands started their free trial and transformed their financial lives.
"I signed up for the free trial just to try it out. After the first advisor call, I realized how much I was wasting on unnecessary subscriptions. Saved $400 in month one!"
"The AI insights were eye-opening. I never knew I could be saving an extra $800/month. The retirement planner showed me I was 8 years behind, but now I have a clear plan."
"No credit card required sold me. I set up the whole system in 10 minutes. The dashboard is gorgeous and my financial advisor, David, is phenomenal. Worth every penny."
Everything you need to know before starting your 14-day trial.
Join 50,000+ smart investors who chose WealthGuard. Your 14-day free trial is waiting — no credit card, no commitment, no risk.