When you pair technology with the experience of a wealth advisor, you wind up with a hybrid of wealth management. This wealth management tool is referred to as a guided wealth portfolio. Through an online platform, you are able to manage your portfolio and harness the power of technology as you work towards your financial goals.

Not only do you gain access to a powerful online tool, but you also receive personal finance advice from wealth advisors. If you are looking for the modern approach to wealth management, we are here to assist you. At Waymark Wealth Management, we strive to guide our clients as they navigate the ever-changing waters of the financial world. For those who enjoy easy access to their accounts and wish to integrate the use of technology into their wealth management, a guided wealth portfolio might be the ideal fit.

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Understanding A Guided Wealth Portfolio

The beauty of a guided wealth portfolio is that it implements the intelligence of technology with support from an actual wealth advisor. This platform is powered by smart software which works to create a personalized investing plan for you. Some of the unique features of this tech-driven solution include the following:

Online access: If you enjoy being able to access things on the go from the convenience of your phone or laptop, then a guided wealth portfolio will offer you that esteemed service. Quickly access your personalized investing plan, as well as respective accounts through one platform.
Personalization: Wealth management does not look the same for everyone, which is why it is vital to have a personalized plan. A guided wealth portfolio offers you exactly that — a specific plan just for you. Not only is it unreasonable to expect the same plan to work for everyone, but it is also remiss to think that what works today will work tomorrow. A personalized plan will also take into account life changes and your own financial behavior.
Ongoing Monitoring: They say a watched pot never boils but in the case of wealth management, watching and monitoring is actually vital. With a guided wealth portfolio, you have constant daily tracking and monitoring to ensure you are provided with intelligent data.
Wealth Advisor Access: While a guided wealth portfolio features an online and technology focused aspect, it does not mean you are swimming in the sea of finance alone. You will still have access to a wealth advisor to help you navigate and create plans to target future goals.

Working With Our Wealth Advisors

What To Expect

If a guided wealth portfolio sounds like the right kind of solution for your needs, you might wonder what happens next? What is it like to work with our wealth advisors? We are here to help prepare you for what lies ahead so you can feel confident in the choice you make.

1. We Get To Know You

The first thing that will happen if you are interested in a guided wealth portfolio is that you will provide us with some important information about yourself. This info will include things like your current investments, your savings, your age, and other factors that will play a vital role in your personalized plan.

2. You Receive A Plan

Next, you will be provided with a personalized plan for investing. You can review this and determine what you think of the road map and where you want to go from there. This is not a one-size-fits-all plan, but instead a specific plan created just for you.

3. You Decide Your Future

Finally, the ball is in your court. What you do with your plan is up to you. If you are interested in utilizing a guided wealth portfolio to embark on your investment journey, you can opt to work with our wealth advisors.

Who Should Choose Guided Wealth Advising?

Guided wealth advising is a great fit for a variety of people. While many people hesitate to even consider wealth management for fear they don’t have enough money to bother or due to an intimidation about the process, the reality is that almost anyone is a candidate for guided wealth management. Ideally, guided wealth advising is a good fit for those who are interested in implementing intelligent technology into their portfolio management.

If you are looking for any of the following features from your wealth management plan, then a guided wealth portfolio might be right for you:

24/7 access to your accounts through an online platform.
A holistic approach to investing that takes into account your current and future goals.
A more affordable option for wealth management than traditional methods.
Constant account monitoring with automatic rebalancing.

Talk To Our Team

If you are considering a guided wealth portfolio, we invite you to reach out to our team today to learn more. We will start by spending some time getting to know you. We want to ensure we understand what your goals are, what values should be guiding these goals, and what your current investment plan — or lack thereof — looks like. From this information, we can help determine what wealth management plan might be a good fit for you. We will be happy to explain all of your options, including a guided wealth portfolio, so that you feel confident in your final choice.

Our goal at Waymark Wealth Management is to assist our clients and guide them as they strive toward their financial goals. We understand how difficult it can be to embark into the investment world on your own, which is why we encourage you to speak to a wealth advisor today. When you work with a professional, you gain access to industry knowledge and insights from someone outside of your own life. Whether you are already busy investing in a variety of ways and you simply need a little extra guidance or you are just starting out, we will be happy to provide you with a consultation. We work with an array of clients and there is no bad time to begin planning your financial future. From the young to the old, Waymark Wealth Management works to provide guidance and assistance. Reach out today.


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.org / SIPC.org 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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

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