At McGregor Wealth Management, we are providers of WealthGuard™. WealthGuard is a smart and easy way to safely monitor all of your investment accounts. This can include anything from self-managed and advisor-managed accounts to your 401(k). This system will allow you to control your risk tolerance and provides notifications through email or text for any changes that affect your investment accounts. So, if you want a system that successfully initiates a plan of action to protect your investments, get in touch with us today.
We are an independent retirement planning and wealth management firm in Colorado. Our advisors focus on improving the financial lives of our clients. We have 25 years of experience in the industry and know our tools and methods successfully assist clients like you. Contact our team today to learn more about WealthGuard and find out how to better protect your financial investments.
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