Digital Financial Advisory

Online Digital Service for Families

Digital investment management using LPL Financial Guided Wealth Portfolio (GWP), a digital online investment program. This low cost investment platform features robust and pro-active digital services.

For a simple hourly fee families can work with Craig Brown, CRPC ® for annual consultations and for general financial planning.

The GWP is designed for the tech savvy and those who want low cost digital investment offerings, with the option of seeking professional financial advice as needed.

 

Digital Financial Advisory Benefits

  • Lower cost
  • 24/7 access to your account
  • Automatic diversification and balancing
  • Tailored to age, risk tolerance and portfolio size
  • Low minimum platform ($5,000)
  • Designed to reduce tax burden
  • Great for those who are tech savvy
  • Those just starting to invest
  • People without many questions
Personal CFO

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 FutureAdvisor from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such an 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. AII 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.

How does it work?

 1. Enter Your Information

To start, we’ll need some information about you: your age, risk tolerance, current investments and savings etc. (All of this is confidential- we do not share your information!) Once this is complete, you'll receive your investment plan.

 2. Review Your Investment Plan

Your invest plan acts as a financial road map tailored for your specific situation. Once you've connected your existing accounts, we will be able to create specific recommendations demonstrating how your portfolio may be improved using the Guided Wealth Portfolio. This road map is free and remains available to you for 45 days.

 3. Implement Your Plan

If you enroll in our managed service we will implement your road map for you. The Guided Wealth Portfolio will administer your account using our customized investing process. This affordable approach will minimize fees, potentially reduce taxes, and assist you in pursuing your financial goals.