WealthGuard, LLC is a comprehensive wealth and investment management firm founded in 1999 by Rick Bitsky, JD, CFP® with the goal of helping protect its clients from market risk and other common risks to their wealth. WealthGuard clients gain confidence in their financial future as they realize they are on the road to preserve their lifestyle throughout retirement. As fiduciaries, we are 100% focused on our clients’ needs FIRST.
Frederick Bitsky, JD, CFP®, President, WealthGuard, LLC
Rick Bitsky, JD, CFP® helps clients create and execute an independent, winning strategy with a premium on wealth preservation. Through deep understanding, planning and action the process is designed to help clients evolve into a new life of independence, abundance and purpose.
Rick is a Certified Financial Planner™, and President of WealthGuard, LLC. He specializes in wealth planning and management with successful clients who are too busy living their lives and see the wisdom of working with a trusted financial advisor with the expertise, experience and integrity necessary to help them live a life of dignity and abundance. He has provided conservative wealth management services to pre-retirees, financially independent women, business owners and executives in the NYC and Fairfield County area for almost two decades. Rick successfully managed a private investment partnership for 8 years and was managing partner of his own law firm in NYC. He lives in Westport with his wife and four children.
“I am in the people helping business. A great day for me is concluding a client review meeting and the client turns to me and says, “thank you for making a difference”
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – help their clients attain their financial goals and fulfill their dreams. With headquarters on both costs, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict free advice and investment recommendations. Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.LPL.com
*As reported in Financial Planning magazine 1996-2011, based on total revenues.
