{"id":12592,"date":"2021-06-01T22:38:48","date_gmt":"2021-06-01T22:38:48","guid":{"rendered":"https:\/\/winvestmentsco.com\/?page_id=12592"},"modified":"2023-05-10T16:57:58","modified_gmt":"2023-05-10T16:57:58","slug":"guided-wealth-portfolios","status":"publish","type":"page","link":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/guided-wealth-portfolios\/","title":{"rendered":"Guided Wealth Portfolios"},"content":{"rendered":"

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Digital Investing Through Guided Wealth Portfolios<\/h1>\n

Online investing, personalized for you<\/h3>\n

Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called \u201crobo advisors,\u201d often require a large investment amount before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000. We offer alternative investment approaches if you are not able to begin with $5,000.<\/p>\n

What You Get<\/h3>\n

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 invest for retirement or a major purchase like a new home\u2014or simply want to get your money in the markets so it\u2019s not sitting idle. You\u2019ll also get to build a relationship with a financial advisor and engage with a personalized, online dashboard that shows you how your account is doing along the way.<\/p>\n

How It Works<\/h3>\n

1. Provide an email address and choose a password so your information is protected.
\n2. Answer a few simple questions to tell us a little bit about you, so we can determine what your portfolio should be.
\n3. Answer some questions about how you feel about taking on risk when investing, so we can determine your investment preferences.
\n4. Get a personalized portfolio that outlines our recommended investment strategy and how much you could potentially earn through Guided Wealth Portfolios. <\/p>\n

If you like your Guided Wealth Portfolios proposal and want to begin working with a financial advisor while enjoying the convenience of online investing, you can choose to open an account immediately. You\u2019ll have the option to transfer an existing investment account or fund your account with cash\u2014it\u2019s just that easy. <\/p>\n

We implement your personal portfolio using proven diversification techniques and sophisticated algorithms. You\u2019ll receive allocations designed for you and your savings goals, and benefit from trading techniques that can help reduce taxes. Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.<\/p>\n

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<\/p>\n

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W Investments<\/strong><\/p>\n

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David Wernli<\/strong><\/p>\n

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z_index_tablet=”0″]<\/p>\n

Andrew Tipton<\/strong><\/p>\n

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LOCATE US<\/h3>\n
<\/div>\n<\/p>\n

EL DORADO OFFICE<\/p>\n

Address:
\n101 N. Main
\nEl Dorado, KS 67042<\/p>\n

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HAVE A QUESTION<\/h3>\n
<\/div>\n
<\/div><\/form>\n

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\"\"<\/a><\/p>\n

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W Investments<\/a><\/p>\n<\/blockquote>\n<\/div>\n

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TWITTER<\/h3>\n
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Tweets by dwernli<\/a> <\/p>\n

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Digital Investing Through Guided Wealth Portfolios Online investing, personalized for you Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called \u201crobo advisors,\u201d often require a large investment amount […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-12592","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/pages\/12592","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/comments?post=12592"}],"version-history":[{"count":0,"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/pages\/12592\/revisions"}],"wp:attachment":[{"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/media?parent=12592"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}