Guided Wealth Portfolios is our digital investing solution that allows you to invest online while working with a personal financial advisor. This is different than other robo-advisor platforms because you get a relationship with a financial advisor, as well as the flexibility of online monitoring.
What You Get
With Guided Wealth Portfolios, you get a diversified portfolio personalized for you and your individual investment goals. Guided Wealth Portfolios is an innovative way to invest for your future, whether you want to save for retirement or a new home or simply want to get your money in the markets so it’s not sitting idle. You’ll also get to build a relationship with a financial advisor at KM Capital Group and engage with a personalized, online dashboard that shows you how your account is doing along the way. You’ll receive:
- Tax-efficient investing
- Consistent monitoring
- Tax-loss harvesting
- Financial advice
GWP is one of the reasons why we can successfully work with clients throughout the country. Enjoy the personalized and high level of service our in-person clients receive on your terms.
