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Are you ready to take the next step in managing your investments?

Introducing Guided Wealth Portfolios

It uses the intelligence of an online portfolio management with
personal assistance and support from a financial consultant.

The online tool is the combines the benefits of a personal financial adviser with sophisticated technology and allows you to develop your own personalized investing plan that will help you pursue your long-term financial goals. Call or Click to get started today.

For more information on Guided Wealth Portfolios,
click here and scroll down to find out more
or you can view this video.

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.

LPL Financial Consultant
Thomas Hart
440.632.3444 (DL)
15985 E. High Street
Middlefield, OH 44062
LPL Financial Consultant
Lisa Swango
440.632.3226 (DL)
15985 E. High Street
Middlefield, OH 44062
LPL Financial Consultant
Ric Rotolo
216.359.5526 (DL)
25201 Chagrin Boulevard
Suite 120
Beachwood, OH 44122

Check the background of investment professionals associated with this site on FINRA's Broker Check.

Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not FDIC Insured Not Bank Guaranteed May Lose Value Not Insured By Any
Federal Government Agency
Not A Bank Deposit
Central Ohio Northeast Ohio