What you’ll get today
Simply answer a few questions to receive a proposal, customized for you. We’ll give you recommendations for your account and a calculation of your potential dollars at retirement.
What you could have tomorrow
With our investment management, you’ll receive:
Personalized service & advice
We’ll oversee your plan, customized for you and designed to evolve as your life changes. If your goals shift, we’re here to help.
Convenient, intelligent technology
You can always view your account’s activity, track account performance, and update your individual plan, all in your personalized online portal. If you have any questions, our service team is available.
Advanced investment strategies
Through daily monitoring and advanced trading techniques, we work to reduce your taxes and improve your portfolio.
Ready to take the next step to improve your investments?
Why choose GWP?
» Lower fees than traditional advising services
» Automatic account diversification and rebalancing
» Tailored to your age, risk tolerance and portfolio size
» Looks for ways to reduce taxes
» Low minimums (just $5,000 to start)
» Appropriate for investors age 60 or younger
» 24/7 online access to your account
Schedule a complimentary consultation with me to determine which investment strategy is appropriate for your current situation.
How to sign up:
Guided Wealth Portfolios (GWP) is an investment advisory program sponsored by LPL Financial LLC (LPL), an SEC registered investment adviser and member FINRA/SIPC, and subadvised by FutureAdvisor, an SEC registered investment adviser. GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. SEC registration does not constitute an endorsement of the firm by the SEC and does not imply a certain level of skill or training. Securities offered by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor.
Please see the Methodology and Assumptions used in GWP.
IMPORTANT: The projections or other information generated by GWP regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Investing involves risk, including possible loss of principal.
Past performance is not indicative of future results. The Educational Tool provides access to “free” sample recommendations at no charge to you. However, if you decide to implement sample recommendations by executing trades with another firm, you may be charged fees, commissions, or expenses by that firm, as well as underlying investment fund fees and expenses. If you decide to open a Managed Service account, you will be charged a quarterly account fee, as well as additional fees and expenses. The tax loss harvesting and other tax strategies discussed should not be interpreted as tax advice and there is no representation that such strategies will result in any particular tax consequence. Clients should consult with their personal tax advisors regarding the tax consequences of investing.