DIGITAL ADVISORY
Fee Flexibility and Goals-Based Investing
Start investing for your future today with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology and the freedom to select planning and investment tools best suited to your financial situation.
You still get the A.J. Kilpatrick & Co Financial Consultants 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, we’ll be your personal advisor helping to guide you through the investing process. Whether you’re saving for college, looking to purchase your first home, or setting your sights on a specific financial goal, Guided Wealth Portfolios can help get you there.
Our Digital Advisory through Guided Wealth Portfolios (GWP) 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, we are just 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 roadmap 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.
Call 706-305-1581 today to schedule your complimentary GWP assessment appointment.
Click below to get started and access your GWP account.
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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