Guided Wealth Portfolios
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 HighPoint Planning Partners 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 be your personal advisor, dedicated to you and your goals, helping to guide you through the investing process. Our Guided Wealth Portfolios service offers:
Personalized planning, 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, your advisor is only a phone call away.
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.
Advanced wealth management at a lower cost: We can implement your personal road-map using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.
Whatever your retirement goals, we can help you.
Guided Wealth Portfolios offers investment management designed to protect your portfolio against volatility and help you pursue your financial objectives. By investing with us, you receive:
Personalized road-map – Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.
Holistic advice – By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.
Tax-efficient investing – Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.
Consistent monitoring – Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.
Tax-loss harvesting – If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.
Financial advice – We’re available if you have a question about your account or investing strategy.
To get your dynamic proposal and start investing for your future today, go to www.lplguidedwealth.com/advisor/JasonNowitzki
How to Enroll
Guided Wealth Portfolios (GWP) is an investment advisory program sponsored by LPL Financial LLC (LPL), an SEC registered investment adviser and member FINRA/SIPC, and subadvised by FutureAdvisor, an SEC registered investment adviser. GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. SEC registration does not constitute an endorsement of the firm by the SEC and does not imply a certain level of skill or training. Securities offered 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.
IMPORTANT: The projections or other information generated by GWP regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Investing involves risk, including possible loss of principal.
Past performance is not indicative of future results. The Educational Tool provides access to “free” sample recommendations at no charge to you. However, if you decide to implement sample recommendations by executing trades with another firm, you may be charged fees, commissions, or expenses by that firm, as well as underlying investment fund fees and expenses. If you decide to open a Managed Service account, you will be charged a quarterly account fee, as well as additional fees and expenses. The tax loss harvesting and other tax strategies discussed should not be interpreted as tax advice and there is no representation that such strategies will result in any particular tax consequence. Clients should consult with their personal tax advisors regarding the tax consequences of investing.