GWP
With Guided Wealth Portfolios (GWP), we help you work toward your financial goals through a diversified portfolio that matches both your investment timeline and your risk preferences. You receive a portfolio “glidepath” that gives you a starting allocation for today followed by updated allocations each year as you get closer to retirement. This is combined with daily account monitoring that auto-rebalances your account when necessary and identifies tax-saving opportunities to not only keep your portfolio in line with your goals, but potentially improve it for greater diversification and future growth. With GWP, you don’t have to worry about managing or rebalancing your portfolio, because we handle that for you. You get insight into what’s happening in your portfolio through your online portal, and if you ever have any questions about your investment strategy, we’re just a phone call away.