Services

There are many financial products in the market, so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that best address your unique situation.

Our services and product access include:

  • One on One Personalized Guidance
  • Investor Profiling and Needs Assessment
  • Exchange Traded Fund Strategies
  • Individual Retirement Accounts (IRA)
  • Mutual Funds
  • Fixed Income
  • Automated Portfolio Management
  • Asset Consolidation
  • Retirement Planning

Automated portfolio management through Guided Wealth Portfolios.  Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the LPL Financial Investor Focused Solutions℠ experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized objective investment advice through an online platform with 24-7 access to your accounts.

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.