Meritage Wealth Management - Guided Wealth Portfolio
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Guided Wealth Portfolios

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

Start investing for your future today

You still get the Meritage Wealth Management 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.

While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With GWP, I’ll still be your personal advisor, dedicated to you and your goals, helping to guide you through the investing process.

WHAT WE DO

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Personalized Plans, Service, and Advice

The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, I am always just a phone call away.

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Intuitive, Intelligent Technology

See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.

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Advanced Wealth Management

Receive allocations designed for you and your savings goals, and benefit from proven investment and trading techniques that may increase diversification and can help reduce taxes.

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Whatever your retirement goals, I can help you.
Intelligent Investing

Guided Wealth Portfolios offers investment management designed to protect your portfolio against volatility and help you pursue your financial objectives. By investing with me you receive:

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PERSONALIZED ROADMAP
Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment roadmap designed to help you pursue your objectives.
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HOLISTIC ADVICE
By considering both your short and long-term retirement objectives and investments, my analysis allows you to work toward your investment goals with confidence.
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TAX-EFFICIENT INVESTING
Through advanced asset analysis, I’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.
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TAX-EFFICIENT INVESTING
Through advanced asset analysis, I’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.
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CONSISTENT MONITORING
Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing as needed. Your allocations gradually change as you approach retirement.
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CONSISTENT MONITORING
Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing as needed. Your allocations gradually change as you approach retirement.
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TAX-LOSS HARVESTING
If an investment experiences a loss, I may sell it to offset taxable gains. These are replaced to maintain your assets, so you get tax benefits while maintaining a diversified portfolio.
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FINANCIAL ADVICE
I’m always available if you have a question about your account or investing strategy, or any other financial issue. Feel free to get in touch any time you need.
Meritage Wealth Management - Laryssa Freeman - Guided Wealth Portfolio
Get your dynamic proposal and start investing for your future today.

GET STARTED

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 non-affiliated 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.

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.

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