DIY Investing Guidance
Attaining wealth doesn’t happen overnight. It requires long-term planning by experts that are committed to your long-term goals. Customizing your portfolio based on your current financial situation and where you want to go is just the start. For us, investing isn’t a “set it and forget it” arrangement. Flexibility is a must, so as you progress through life, your portfolio should evolve with you.
With your Guided Wealth Portfolio, you’ll have the hands-on access and convenience of online investing, with the support of a personal financial advisor.
Getting to know each other is the first step. Contact us today to set up an appointment and we’ll get started. We look forward to working with you.
To learn more about the entire ruling, or to checkout the background of investment professionals associated with the site on FINRA’s BrokerCheck: https://brokercheck.finra.org/
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.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BankNewport and Oceanpoint Investment Solutions are not registered as a broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using Oceanpoint Investment Solutions, and may also be employees of BankNewport.
These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of BankNewport or Oceanpoint Investment Solutions. The Oceanpoint Investment Solutions site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: RI, MA and FL. Securities and insurance offered through LPL or its affiliates are:
2628 East Main Road Portsmouth, RI 02871
East Greenwich Branch
1000 Division Street, East Greenwich, RI 02818