# WealthGuard

WealthGuard is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** wealthguardllc.com
- **LinkedIn:** https://www.linkedin.com/company/frederick-r-bitsky-jd-cfp-77250116

## Regulatory record

- **CRD number:** 125923
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125923

## About

Wealthguard Annuity Group LLC helps clients safeguard retirement savings and secure a financial future with a straightforward strategy. The firm emphasizes three principles: safety first, a reasonable rate of return, and keeping retirement plans simple. It works with specific types of life insurance policies and annuities and offers educational retirement seminars and one-on-one meetings.

## Sectors

- Annuities and life insurance for retirement

## People

- Brian Powell — Founder
- Antoneo "Tony" Rivera — Marketing Director
- Kathryn Dougherty — Director of Client Services

## Related profiles

- [MSM Financial Strategies](https://altss.com/profile/msm-financial-strategies)

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Last updated: 2026-08-11T15:08:32.892Z

Canonical page: https://altss.com/profile/wealthguard-llc

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