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Security report for americantrustwealth.com

American Trust Wealth · Finance · United States

Medium risk. 8 critical or high findings in Email security, Security headers and 3 other checks.

Security score

57/100

Risk levelMedium

0–100, higher is better. How it is calculated

American Trust Wealth is a fiduciary wealth management firm providing personalized financial planning and investment management services to individual and institutional investors. The company emphasizes trust and fiduciary responsibility, supported by CEFEX certification, and offers a broad range of services including managed rollovers, tax planning, and charitable giving. The website is built on WordPress using the Divi theme and integrates marketing and analytics tools such as Google Tag Manager, Facebook Pixel, and Pardot. While the site is professionally designed and mobile-optimized, it lacks visible privacy and cookie policies, which impacts compliance posture. Security is generally good with HTTPS enforced, but security headers and incident response contacts are absent. The WHOIS data for the domain is missing, raising concerns about domain registration legitimacy despite the professional appearance of the site. Overall, the site scores well on business credibility and technical implementation but needs improvements in privacy compliance and domain registration transparency.

Scanned

NIS2 and GDPR posture

GDPR outside view
68/ 100 · Medium
Checks completed
7of 7

NIS2 Art. 21(2)

  1. (a) Risk analysis and security policies: Not visible from outside
  2. (b) Incident handling: One indicator
  3. (c) Business continuity, backups and crisis management: Not visible from outside
  4. (d) Supply chain security: Not visible from outside
  5. (e) Secure acquisition, development and maintenance, including vulnerability handling: Partly checked
  6. (f) Assessing the effectiveness of security measures: Not visible from outside
  7. (g) Cyber hygiene and security training: Not visible from outside
  8. (h) Cryptography and encryption: Partly checked
  9. (i) HR security, access control and asset management: One indicator
  10. (j) Multi-factor authentication and secured communications: Not visible from outside

This scan rated NIS2 with an earlier keyword method that is no longer shown; rescan for the per-article view. Risk management, continuity, supply chain, training, MFA, management oversight (Art. 20) and incident reporting (Art. 23) need internal evidence, and Guard cannot tell whether NIS2 applies to this organisation.

GDPR is indicative only, based on publicly visible signals: Articles 7, 12, 13 and 32 of Regulation (EU) 2016/679 and Article 5(3) of the ePrivacy Directive. Not a certification or legal assessment.

Priority findings

8 findings rated critical or high. Fix these first.

  1. Email security

    SPF, DKIM and DMARC stop others sending email that looks like it comes from your domain, a common route to phishing and invoice fraud.

    • Critical

      No email authentication configured

      Domain is vulnerable to email spoofing

      What to do: Implement SPF, DKIM, and DMARC immediately

  2. Security headers

    Security headers are instructions your web server sends to every visitor’s browser. Missing ones leave visitors more exposed to attacks such as clickjacking and injected scripts.

    • High

      Missing Strict-Transport-Security header

      Forces HTTPS connections

      What to do: Add "Strict-Transport-Security: max-age=31536000; includeSubDomains; preload"

      • CWE-319
      • OWASP A04:2025
      • ASVS V3.4.1
    • High

      Missing X-Frame-Options header

      Prevents clickjacking attacks

      What to do: Add "X-Frame-Options: DENY" or "X-Frame-Options: SAMEORIGIN"

    • High

      Missing Content-Security-Policy header

      Controls resources the browser is allowed to load

      What to do: Implement a Content-Security-Policy appropriate for your application

      • ASVS V3.4.3
      • OWASP Secure Headers: OWASP Secure Headers Project recommends Content-Security-Policy: default-src 'self'; form-action 'self'; base-uri 'self'; object-src 'none';…

  3. GDPR outside view

    These are the privacy signals visitors and data protection authorities look for under GDPR.

    • High

      No Cookie Policy found

      GDPR requires clear information about cookie usage

      What to do: Add a dedicated cookie policy explaining cookie usage and purposes

Need hands-on remediation? Email guard@offseq.com

Keep watching americantrustwealth.com

This scan found 27 issues across 6 checks. Monitoring re-runs those checks daily, emails you when something material changes and records each fix, so you can show progress.

Daily monitoring

Recommended

€25per month

  • TLS certificates and expiry
  • DNS records
  • SPF, DKIM and DMARC
  • Security headers
  • GDPR and NIS2 posture
  • Exposed services
  • Third-party trackers
  • Security score drift

Email alerts on material changes and an exportable JSON history of every change.

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Results by check

Each check with its score, findings and the evidence it collected.

How this score is calculated

The security score runs 0–100, higher is better. It is the plain average of the security checks that completed in this scan, each counted equally. A check that could not run is left out: it counts neither as a pass nor as a fail.

Counted in this score

SSL/TLS
37
Security headers
15
Email security
60
DNS health
60
Network security
100
GDPR outside view
68
Average
57

Not counted

  • NIS2 outside view: Re-weights evidence from the TLS, email, DNS, network and hygiene checks, so counting it would count that evidence twice. Shown on its own.
  • OffSeq Observations: An AI reading of the site, useful context but not reproducible evidence. Shown on its own.

Findings that cap the score at 49

Each of these is serious on its own, so while any is present the site cannot rate better than high risk, however good the other checks are.

  • The certificate is not trusted by browsers
  • The website is not served over HTTPS
  • A database, remote desktop, file-sharing or Telnet service is reachable from the internet
  • The page loads a script from a compromised source
  • The domain registration has expired
  • SPF authorises every server to send mail as the domain

Partial scans

When the site blocks Guard or most checks cannot run, the score covers only the checks that ran (usually DNS and email), is capped at 75 and is shown as partial, without a risk level.

Risk levels

  • Critical0–25
  • High26–49
  • Medium50–75
  • Low76–100

Technical appendix

Business context, site observations and technical notes gathered during the scan, and the standards behind each reference.

Business context

Business profile

American Trust Wealth operates in the finance sector, targeting both individual and institutional investors with fiduciary wealth management services. The firm differentiates itself through personalized service and fiduciary compliance, holding CEFEX certification as a trust indicator. The business model revolves around fee-based wealth management and financial planning, leveraging a client portal for account access. The company maintains active social media presence on Facebook, Instagram, and LinkedIn, supporting brand visibility. Marketing efforts include Pardot and Google Tag Manager for lead generation and analytics. The absence of WHOIS data is a notable anomaly that could affect trust. The firm appears medium-sized and is part of American Trust Company, indicating a parent-subsidiary relationship. The website content is relevant and professionally presented, supporting a strong market position in fiduciary wealth management.

Security posture

The website enforces HTTPS with a valid SSL certificate, ensuring encrypted communications. However, it lacks important security headers such as Content-Security-Policy, X-Content-Type-Options, and X-Frame-Options, which could mitigate common web attacks. No exposed sensitive data or vulnerable libraries were detected in the HTML content. The site uses secure forms but does not provide visible security or incident response policies, nor a security.txt file for vulnerability disclosure. Tracking scripts from Facebook, Google, and Pardot are present, indicating moderate user tracking. The absence of privacy and cookie policies reduces compliance with GDPR and other privacy regulations. Overall, the security posture is moderate but could be significantly improved by adding security headers, privacy notices, and incident response contacts.

Recommendations

  1. Publish comprehensive privacy and cookie policies with explicit user consent mechanisms to improve privacy compliance.
  2. Add security headers such as Content-Security-Policy, X-Content-Type-Options, and X-Frame-Options to enhance web security.
  3. Create and publish a security.txt file and incident response contact information to facilitate vulnerability reporting and improve trust.
  4. Investigate and resolve the missing WHOIS registration data to ensure domain legitimacy and reduce suspicion.
  5. Regularly audit third-party scripts and tracking tools to minimize privacy risks and comply with data protection regulations.

Contact details published on the site

Addresses
Legal name
American Trust Wealth
Site observations

Automated reading of the public site. Ratings are indicative.

Business

Company
American Trust Wealth
Description
American Trust Wealth was founded to help investors reliably reach their investment goals in a manner that instills the highest level of confidence and complete peace of mind. They offer highly personalized wealth management services in a fiduciary environment.
Key services
Financial Planning, Managed Rollovers, Trust Arrangements, Foundations & Endowments, Investment Management, Unified IncomePlan, Tax Planning, Dividend Growth, Estate Planning Services, Charitable Giving
Content quality
good
Branding
consistent

Technology

Stack
WordPress, Divi Theme, jQuery, MediaElement.js, Google Tag Manager, Facebook Pixel, Pardot
Frameworks
Yoast SEO
Platforms
WordPress
Performance
moderate
Mobile
good
Accessibility
basic
SEO
good

Security

Observed score
80/100
Good practices seen
  • HTTPS enforced
  • No exposed sensitive data in HTML

Analytics and tracking

Services
Google Analytics (via Google Tag Manager), Pardot
Tracking level
moderate
Privacy practices
poor

Advertising

Tracking pixels
Facebook Pixel, Pardot
Marketing tools
Pardot
Transparency
basic

Site quality

Design
good
User experience
good
Content relevance
good
Navigation
good
Professionalism
good
Trustworthiness
high

Key observations

  1. Website uses HTTPS with valid SSL
  2. No privacy or cookie policy found on homepage or linked pages
  3. No visible email addresses found in HTML content
  4. Phone number and physical address clearly displayed
  5. Client login portal present
  6. Social media links to Facebook, Instagram, LinkedIn present
  7. No security.txt or vulnerability disclosure page found
  8. No incident response or security contact information found
  9. Site uses multiple marketing and tracking scripts
  10. WHOIS data missing, indicating possible domain registration issues
Technical notes

Notes

The website is built on WordPress with the Divi theme, leveraging jQuery and MediaElement.js for interactive content such as video playback. SEO is enhanced using the Yoast SEO plugin, and Google Tag Manager and Facebook Pixel are integrated for analytics and marketing. The site loads moderately fast and is mobile-optimized with responsive design. Accessibility features are basic but present. The hosting provider is not explicitly identified. The site uses external resources from reputable domains such as Google Fonts and Pardot. There is some technical debt in the form of missing security headers and lack of privacy compliance features. Overall, the technical infrastructure is solid but could benefit from modernization in security and privacy implementations.
Standards and sources

Reference chips under each finding point to the standard, regulation or specification the finding relates to. They are taken from the official datasets below and mapped conservatively: a finding with no defensible link shows none. NIS2 and GDPR references mark where a finding is relevant evidence, not a compliance verdict. Implementing Regulation (EU) 2024/2690 binds digital infrastructure and digital service providers; for other entities it is the most detailed public reading of the Article 21 measures. WCAG, EN 301 549, European Accessibility Act and Web Accessibility Directive references name the requirement an automated accessibility rule relates to; they are not a conformance verdict.

Retrieved 2026-10-25

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