Personal Financial Advisors St Johns MI

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Guided Wealth Portfolios

Guided Wealth Portfolios (GWP) is an algorithm based robo-advisor, which uses low cost Exchange Traded Funds (ETF) to build a portfolio based on a series of questions that define your risk tolerance and objectives. Based on your answers provided, GWP generates a free proposal designed specifically for you. GWP is a platform to help the “do it yourself” investor that still wants guidance from a personal financial advisor.

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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

There’s no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification doesn’t protect against market risk.

Guided Wealth Portfolios

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 US Securities and Exchange Commission, and LPL is also a member FINRA/SIPC. There is no assurance that Guided Wealth Portfolios are suitable for all investors or will yield positive outcomes. The purchase of certain securities will be required to effect some of the strategies. Investing involves risks including possible loss of principal.
PM-4670-0118 Tracking #1-672609 (Exp. 02/20)
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Butler Financial Group are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may only discuss and or transact business with residents of Michigan and California.