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Getting Started with Guided Wealth PortfoliosSubmitted by Wendell Charles Financial on October 9th, 2017
Getting started with our new, all-digital platform, Guided Wealth Portfolios, is the simple and easy way to receive personalized planning, service, and advice from us at a low minimum. Guided Wealth Portfolios is a great fit for the following clients:
- Millennial clients who prefer an all-digital solution vs. office meetings
- Those just getting started with Roth or Traditional IRA's (Guided Wealth Portfolio's minimum is just $5k)
- If you prefer having a digital platform + the same advisor to call when you have questions
- Clients that don't need a custom portfolio, but a broad, diversified portfolio for the long term
You still get the Wendell Charles Financial 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.
How It Works:
1. Get a personalized plan
After entering your information and connecting your existing investment accounts, we'll provide you with a financial roadmap tailored for your specific situation, years to retirement and appetite for risk.
2. Start investing smarter
Let us implement your roadmap. Your account will be managed by your advisor, who will use our sophisticated investing process designed to help you reach your financial goals.
3. Get back to your life
Your portfolio is monitored daily and periodically rebalanced. Enjoy the convenience of personalized planning.
For more information, you can get started working with Guided Wealth Portolios here: https://www.lplguidedwealth.com/advisor/WendellCharles
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.