24/7 cybersecurity protection for Wealth Solutions clients

Financial cybersecurity is essential for modern wealth. Wealth Solutions provides clients with 24/7 monitoring, secure access practices, education, and coverage up to $1.5 million so your accounts and identity receive proactive protection alongside your investment and planning strategy.

Why cybersecurity matters in wealth management

Modern wealth deserves modern security

High-net-worth families are frequent targets of phishing, account takeovers, and identity theft. Wealth Solutions includes a dedicated cybersecurity program so your financial life is protected online and off. The program combines always-on monitoring, secure client portals, education, and incident response so your accounts and identity receive continuous attention.

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Our cybersecurity program

Monitoring, response, and real coverage

Clients receive device and identity monitoring, alerts for exposed credentials, multi-factor login guidance, and help if an incident occurs. The program includes $1.5 million cyber insurance underwritten by a leading carrier to reimburse covered losses after a verified event. This is a rare benefit among advisory firms in Texas and reflects our focus on comprehensive client care. For integrated planning around accounts and access, see financial planning for details on how security fits the bigger picture.

How It Works

Simple setup, ongoing vigilance

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Enroll

New clients are enrolled at a reduced cost exclusive to our firm.

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Set up devices

Install recommended tools with our guidance.

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Monitor

We watch for suspicious activity and compromised credentials.

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Respond

If you click something suspicious or see unusual activity, contact us and we act quickly with our partners.

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Educate

Receive periodic tips so everyday habits support strong security.

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Tax-efficient retirement

Keep more of what you worked for

Smart timing matters. We plan Roth conversions when beneficial, coordinate IRA distributions before RMDs increase brackets, and manage capital gains across accounts. Our team collaborates with your CPA so the plan and the return match. Learn how coordinated planning can lower lifetime taxes by visiting tax planning.

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A man in a blue shirt and tie is using a laptop computer.
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Healthcare and long-term care

Plan for the costs that can surprise you

We map Medicare choices, Medigap and Advantage options, and expected out-of-pocket costs. For future care, we compare dedicated policies and modern hybrids with riders. If you prefer to self-fund, we earmark and invest reserves. For deeper guidance on care decisions, explore long-term care planning.

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Legacy and estate planning integration

Protect the people and causes you care about

Your plan can include gifting strategies, beneficiary reviews, and trust coordination with your attorney so assets pass smoothly. When insurance supports estate liquidity or equalizes inheritances, we outline options and trade-offs. For a broader view, see estate planning for retirees.

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Frequently Asked Questions

Your questions about cyber protection

  • What exactly is monitored?

    Device threats, exposed credentials, and signs of unauthorized access to financial accounts. Alerts trigger quick steps to secure logins and devices.

  • Is this unique to Wealth Solutions?

    Very few advisory firms offer a program with monitoring and significant insurance. We include it because protection of your information is part of real wealth management.

  • Does it cover my spouse?

    We can extend coverage to household members so the family has consistent protection. Ask your advisor during enrollment.

  • What do I need to do?

    Install the tools we provide, maintain strong passwords, and notify us at the first sign of a problem. We handle the heavy lifting.