1030 Craft Road
Invest in your future with the Guided Wealth Portfolios (GWP) platform. My GWP clients have access to my experience as a Wealth Advisor plus the added benefits of a convenient and transparent 24/7 digital investing platform.
As a client, you’ll get a customized, diversified portfolio while benefiting from the sophisticated trading techniques that GWP investment management offers coupled with access to ongoing advice designed to help you pursue your financial goals. By investing with me you’ll enjoy:
See Your Personalized Proposal in only 3 Simple steps!
When you’re ready to open an account, GWP will put your plan into action, monitor your investments daily, and take strategic action when markets shift to help you pursue your long-term goals.
*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.
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 nonaffiliated 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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
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 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.