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Guided Wealth Portfolios

Introduction to Guided Wealth Portfolios (GWP)

GWP is my new online platform designed to help you invest for retirement.  Unlike most automated investing platforms, you'll have access to an advisor – me – in addition to the convenience of investing online. Along with the benefits of using research-backed technology, you'll have the opportunity to build a relationship with an advisor at a lower account minimum than is traditionally available. I will oversee your account and be available to provide you with investment advice as needed. I have the following experience:

  • 13 Years of experience
  • Accredited Aset Management Specialist (AAMS) and Chartered Retirement Planning Specialist (CRPS) Certifications.
  • Bachelor of Science and Master of Business Administration Degrees 

Sign up with your email and a password today, and you'll receive customized sample recommendations for your portfolio.  Find out how GWP could help you plan for your future today.  And, of course, I'm available to help you understand your portfolio performance and answer any questions you may have. 

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