Guided Wealth Portfolios

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.

A Digital Wealth Management Experience Tailored to You

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:

• A personalized road map: With thoughtful consideration to your investment objectives, time horizon and risk preferences, you will receive an investment allocation and road map to help you pursuing your goals.
• Intuitive, intelligent technology: See your accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy!
• Daily monitoring: Markets move, and rebalancing may be needed so your portfolio will be monitored daily to take advantage of rebalancing and tax-loss harvesting opportunities.
• Personalized service and advice: The roadmap to pursuing your financial goals is personalized for your stage in life and it’ll change as you progress though life’s many stages and your roadmap will too. And if you ever have any questions, help is only a phone call away.

See Your Personalized Proposal in only 3 Simple steps!

1. Tell me about you. Tell me the story of your investing time horizon, preferences, and goals. I want to develop an investing strategy just right for you.
2. See your suggested portfolio. Based on your information and preferences, we’ll suggest an investment strategy and portfolio allocation. You’ll also see what you could potentially achieve with GWP.
3. Get an immediate analysis. If you’re ready to move forward, you can begin the GWP account opening process. But if you want to learn more, you can select to have GWP analyze your existing investment strategy. The GWP proprietary algorithm prepares sample recommendations to help you understand what to keep, what to change, and why.

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.}