Wealth Protection Advisory
Service

A confidential second opinion — from a fiduciary, not a salesperson.

A second opinion is only useful if the person giving it has nothing to sell you. WPA's diagnostic is independent, household-wide, and verified by a fiduciary before any guidance is discussed.

What an independent review looks like

We aggregate the household, run the AI Portfolio MRI™, and surface preliminary indicators across concentration, overlap, diversification, tax efficiency, and income sustainability. You see the same view your advisor would see if they had everything in front of them.

What we do not do

We do not contact your current advisor. We do not market against them. We do not issue recommendations from the diagnostic alone. Every potential review area is verified by a WPA fiduciary before it becomes a conversation about action.

When a second opinion is most useful

Approaching retirement, after a liquidity event, when accounts are scattered across providers, when concentration has built up over years of compensation, or when you simply want to confirm the plan you already have is the right one.

Run the AI Portfolio MRI™

Receive a confidential, preliminary diagnostic across all five indicators. Advisor verification required before any recommendation.

Begin Diagnostic
Related

Related portfolio reviews

Portfolio Risk Analysis

Household-level review of risk that account statements miss.

Household Portfolio Analysis

Every account, one consolidated view.

Retirement Portfolio Review

Drawdown-phase risk and income sustainability.

FAQ

Frequently Asked Questions

What is an investment portfolio second opinion?

A confidential, independent review of your existing portfolio by a fiduciary advisor with no incentive to manage your assets. The point is to surface what you may not be seeing, not to pitch a product.

Will my current advisor know I requested one?

No. The intake, file storage, and advisor review are confidential. WPA does not contact your existing advisor, custodian, or employer.

What do I get from the review?

A preliminary AI Portfolio MRI™ across five indicators, followed by a verified discussion with a WPA fiduciary. You leave the conversation with clarity — whether or not you change anything.

Is there a cost?

The preliminary diagnostic and review conversation are complimentary. Engaging WPA for ongoing planning is a separate decision you control.