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 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.
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.
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.
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.
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:
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.