Providing you with added peace of mind, WealthGuard tracks all of your accounts in one place, including asset allocation and overall performance, and can alert you daily via email and/or text message. More importantly, WealthGuard will notify you and your advisor to help protect your accounts, while keeping you focused on your long-term investment goals.
And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.
There is no guarantee the exact WealthGuard™ value will be captured or assets will be traded or liquidated the same day the WealthGuard™ value is reached, due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.
WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.
Alloy Wealth Management
13840 Ballantyne Corporate Place Suite 115
Charlotte, NC 28277
Mon-Fri: 9:00 AM – 5:00 PM
Toll-Free: (800) 689-3935 | Fax: (877) 496-9797
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC - DBA Alloy Investment Management.
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