How We Do It

Your individual values and financial success are what we care about most, and we have the right financial tools and services to work towards making it happen. Our flexible service models include Full Service Wealth Management (aka "Strategic Wealth Management" or "SWM") and Wealth Management of the Future (aka "Guided Wealth Portfolios" or "GWP") .   We are focused on helping you accomplish your long term goals and make your financial dreams a reality.

Online investing, personalized for you

Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called “robo advisors,” often require a large investment amount before granting access to a dedicated financial advisor, our solution allows you to start with only $50,000.*

What You Get

With Guided Wealth Portfolios, you get a diversified portfolio personalized for you and your individual investment goals. Guided Wealth Portfolios is an innovative way to invest for your future, whether you want to invest for retirement or a major purchase like a new home—or simply want to get your money in the markets so it's not sitting idle. You'll also get to build a relationship with a financial advisor and engage with a personalized, online dashboard that shows you how your account is doing along the way.

How It Works

  1. Provide an email address and choose a password so your information is protected.
  2. Answer a few simple questions to tell us a little bit about you, so we can determine what your portfolio should be.
  3. Answer some questions about how you feel about taking on risk when investing, so we can determine your investment preferences.
  4. Get a personalized portfolio that outlines our recommended investment strategy and how much you could potentially earn through Guided Wealth Portfolios.

Get Started: View Your Personalized Proposal to See if Guided Wealth Portfolios Is Right for You

*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.

IMPORTANT:  The projections or other information generated by Guided Wealth Portfolios 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.  

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.

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.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

To be truly effective, any investment strategy must be customized to your unique situation.  Using the Strategic Wealth Management investment platform, we build a strategy or multiple strategies designed just for you, keeping your specific financial situation and goals in mind. You define financial independence. We help you make it happen.

We're committed to your success and finding the right strategy for you. We pair our advice and knowledge with the dynamic offerings of Strategic Wealth Management to help us craft this strategy. Through Strategic Wealth Management, we offer you access to a wide variety of investments to increase your portfolio's diversification. In addition, investments you already own can be combined with those we select to complete your customized portfolio and add to the potential success of your plan. But your unique circumstances and personal objectives dictate the method of investing, as well as the types of investments we choose.

By virtue of using the Strategic Wealth Management platform, we can work under a fee-based model. Fee-based asset management allows us to share a common goal with you: to grow the value of your assets. A holistic approach to investing, fee based asset management ties our compensation directly to the performance of your account. Instead of commissions, we earn an annual fee based on the market value of the account.1 This allows us to concentrate on what matters most—building an investment portfolio that seeks to address your specific needs.

As a fiduciary under the Investment Advisers Act of 1940, we're obligated to act in your best interest and provide you with full and fair disclosure of material conflicts of interest. In a Strategic Wealth Management account, we monitor your investment portfolio on an ongoing basis and continue to offer you advice as needed. These services are provided on a discretionary basis, which means you don't need to direct us to make trades, rebalance your portfolio, or make other investment decisions for your account. This discretionary trading capability in a Strategic Wealth Management account gives us the ability to react to changes in economic conditions on your behalf.

Throughout all cycles of the financial markets, a well-devised and executed asset allocation strategy, tailored to your investment objective, is central to helping you pursue your long-term goals. Asset allocation is at the core of Strategic Wealth Management. This involves spreading your investments across several asset classes—such as stocks, bonds, and cash equivalents— to reflect your particular goals. Asset allocation allows your portfolio to participate in a variety of market sectors while potentially minimizing overall volatility. Keep in mind that asset allocation doesn't ensure a profit or protect against a loss. The goal of a custom-designed portfolio is to potentially achieve an optimal blend of investments tailored to your personal goals, time horizon, and risk profile. This process encompasses setting investment objectives, establishing weightings for various asset classes, choosing specific investments, and making adjustments as circumstances dictate.

One account. One statement. One fee. Strategic Wealth Management allows you to have all your investments under one roof, making it easy to monitor, manage, and make changes to your portfolio when necessary

To build your portfolio, we use a highly consultative process that allows us to uncover your unique situation and build an investment strategy around your needs.