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Discover a modern take on classic financial planning with Guided Wealth Portfolios (GWP) at Open Road Financial.
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You get Mike Tarrant's experience and expertise, with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.
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 GWP we’ll be your personal advisor, dedicated to you and your goals, helping to guide you through the investing process.
At Open Road Financial, we use our know-how to help you make your financial goals as realistic as possible. So what comes next?
Click here to download our Get Going Guide.
Learn more about Open Road Financial at www.openroad.financial
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.