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Advisor-Driven, Technology-Enhanced Investing and Retirement Planning

Always a Personal Touch

Always a Personal Touch

No matter which investment option you choose, I am always involved in the process.  Every financial plan requires my review and approval so there is consistent oversight. I am just one click or call away.

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What You Get

<strong>Personalized Advice</strong>

Personalized Advice

Benefit from customized, tax-efficient portfolios and a personal advisor committed to you. We'll give you a solution designed to help accomplish your financial goals. If you ever have any questions, we're only a phone call away.

<strong>Intuitive and intelligent technology</strong>

Intuitive and intelligent technology

Transfer your existing assets, open accounts, view your portfolio, and make updates via your personal portal. This technology makes the process easy and transparent.

Low Account Minimums

Low Account Minimums

Using time-tested investment techniques, we'll implement your personal road-map with cost efficient strategies. We'll also provide ongoing trading that can maintain your portfolio's diversification and help you reduce taxes.

How Digital Advisory Works

Get Your Plan

Get Your Plan

Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and road-map designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.

Start Investing Smarter

Start Investing Smarter

We will use the information in your plan to deliver a thoughtful investment strategy with around the clock access. Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.

Watch Your Money Work For You

Watch Your Money Work For You

Your investments will be monitored daily and rebalanced periodically. Enjoy the freedom and convenience of a thoughtful plan. 

Here's an example of the plan you'll receive

Here's an example of the plan you'll receive

GWP automatically reviews your investments and current financial health,then makes recommendations to assure you are following the 9 best practices in investing. 

Get Your Custom Proposal

Your Financial Information at Your Fingertips. 24/7

In today’s increasingly online world, we have become accustomed to having information at our fingertips. Your financial portfolio should be no exception.

Our Guided Wealth Portfolio (GWP) is an online, automated investment platform that provides an objective, intuitive and transparent method of managing your portfolio 24/7.  We leverage this technology with personal advice and guidance so you can discuss concerns, ask questions, and benefit from the expertise and experience of our financial advisors.

The online portal allows you to transfer your existing assets, open accounts, view your portfolio, and make updates via your personal portal. This technology makes the process easy and transparent.

To start, you create a personal investing profile that includes your current investments, your goals and your risk tolerance. GWP automatically reviews and makes recommendations following nine best practices that can help you better work towards your retirement goals, minimize fees and/or take advantage of tax strategies.

In addition to the personal attention of your advisor, GWP is backed by an experienced team of financial researchers so you can be confident that you are getting up-to-date and experienced financial guidance.

While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor.

Intuitive and easy to use, GWP account management is always working on your behalf, whether you are logging in regularly or not. That’s because the digital system is constantly monitoring your portfolio based on your financial goals. So, check in every day - or not at all - and have the confidence that your investments are being managed to work toward your goals.

Not sure if GWP is for you? Take a guided tour and receive your complimentary financial plan today!

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed 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. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.