GUIDED WEALTH PORTFOLIOS

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 Guided Wealth Portfolios, we’ll be your personal team, dedicated to you and your goals, helping to guide you through the investing process.

Intelligent Investing
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 roadmap – 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 24/7 if you have a question about your account or investing strategy.
To get your dynamic proposal and start investing for your future today, click below. 
 
If you live in or near one of the communities shown below, click here to  get started.   If you live in or near one of the communities shown below, click here to get started.
TopofMap.png
 
  bottomofMap32.png
Ada Ely   Apple Valley Lakeville
Baxter Foley   Bird Island Lonsdale
Braham Grand Forks   Dundas Luck
Clinton Nisswa   Fairfax Montgomery
Cloquet Oslo   Forest Lake New Ulm
Crosslake Pine City   Hector North Mankato
Duluth Tower   Jordan Waterville
East Grand Forks Virginia      
  Warren      

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.
 

FINRA | SIPC

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA, SIPC.  Frandsen Bank & Trust and Frandsen Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  Insurance products offered through LPL Financial or its licensed affiliates.

 



The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Minnesota, North Dakota, Arizona, California, Florida, Iowa, Montana, Nebraska, Ohio, South Dakota, Texas, and Wisconsin.