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3701 Lake Boone Trl
Ste 202
Raleigh, NC 27607

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Cecil Financial, Inc.

(919) 571-3334

 

Guided Wealth Porfolios

What is Guided Wealth Advising?

Guided Wealth Advising pairs the intuitive nature of a portfolio manager with individualized and customized assistance and support from a professional wealth advisor.

 

- A Smarter Investment Option

Guided Wealth Portfolio (GWP) is a great investment solution to consider, no matter the current state of your

financial   portfolio. Our GWP tool uses one-of-a-kind software to create a customized plan that will help you pursue your long-term financial goals. It’s true that there are other digital investment tools out there, however our GWP provides a direct, individualized relationship that can best be described as a partnership, not solely a transaction. With GWP, we’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 Recommendations

Anyone can take advantage of our GWP - you don't have to be wealthy to get started! Your personal investing plan is completely free— we just ask for some simple information about yourself (age, risk tolerance, etc.) to see what Guided Wealth Advising with GWP recommends. If you are 60 or younger and have at least $5,000 ready to invest, you can choose to enroll in GWP. We'll implement your personal investment plan for less than you’d pay for traditional advisory services.

 

And if you ever have any questions, we're only a phone call away! Already have an account? Login Here!

Curious about other options? Schedule a free, no-obligation consultation with our wealth advisor. We’ll help you determine an appropriate investing strategy that best it’s your current financial narrative.


How Guided Wealth Advising with GWP Works

1.  Enter Your Personal Information

 

To get started, we’ll need some information about you: your age, risk tolerance, current investments and savings.

 

2.  Review Your Customized Investment Plan

 

After you enter your information and connect your existing investment accounts, we'll provide you with a financial road map tailored for your specific situation.

 

You’ll see recommendations demonstrating how your portfolio can potentially be improved by using the Guided Wealth Portfolio. This road map is free and remains available to you for 45 days.

 

3.  Put Your Plan Into Motion

 

If you decide to enroll in the managed service and let us implement your road map, GWP will administer your account using our customized investing process. It is an affordable way to minimize fees, potentially reduce taxes, and help you pursue your financial goals.

 

Curious to see what we recommend for you? Our advice is free and getting started is simple!

 

 

Why Choose Guided Wealth Advising with GWP?

      • Lower fees than traditional advising services
      • Automatic account diversification and rebalancing
      • Tailored to your age, risk tolerance and portfolio size
      • Looks for ways to reduce taxes
      • Low minimums (just $5,000 to start)
      • Appropriate for investors age 60 or younger
      • 24/7 online access to your account

 

 

Schedule a complimentary consultation with our wealth advisor to determine which investment strategy is appropriate for your current financial situation.



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 nonaffiliated 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.