Our Saving Pie with Guided Wealth Portfolios service offers
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.
Consistent Monitoring
Your portfolio is monitored daily, keeping it on track as markets move and re-balancing it as needed.
Personalized Road-map
Based on your goals, investing time horizon and risk preferences, you’ll receive an investment allocation and road-map to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.
Intuitive, Intelligent Technology
You’ll have 24/7 online access to your accounts.
Holistic Advice
By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.
Tax-efficient Investing
Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through. Consistent monitoring – Your portfolio is monitored daily, keeping it on track as markets move and re-balancing it as needed.
Tax-loss Harvesting
If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.
Advanced Wealth Management
We can implement your personal road-map using respected investment techniques with lower fees than traditional advisory services. You’ll pay just $5,000 to start.
Personalized Road-map
The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, your advisor is only a phone call away.
Financial Advice
We’re available by phone if you have a question about your account or investing strategy.
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are 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.
Asset allocation does not ensure a profit or protect against a loss.
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.
Smart User-Friendly Interface
SavingPie.com offers a user-friendly platform that makes it easy for people to open an investment account. The website's intuitive design ensures a smooth and hassle-free account setup process, even for those new to investing.
Asset Allocation
SavingPie.com provides a wide range of investment options to cater to different risk tolerances and financial goals. Whether users prefer stocks, bonds, mutual funds, or exchange-traded funds (ETFs), they can find suitable investment opportunities on the platform.
Valuable Personalized Investment Advice
The website offers personalized investment advice based on users' financial profiles and objectives. Through sophisticated algorithms and expert insights, SavingPie.com helps users make informed investment decisions tailored to their unique circumstances.
Easy, Efficient, Effective
By utilizing SavingPie.com to open an investment account, individuals can benefit from a seamless experience, diverse investment options, personalized advice, cost-effectiveness, and competitive security features, ultimately helping them work towards their financial aspirations with confidence.
Start Investing for Your
Future Today
You still get the Sun Group Wealth Partners online experience and expertise but 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 at a lower cost than traditional advisory services.
Personalized Intelligent
Investing
You don’t have to be wealthy to get started! Your personal investing plan is free—just provide some information about yourself (such as age and risk tolerance) to see what Saving Pie with GWP recommends. If you are 68 or younger and have at least $5,000 ready to invest, you can enroll in GWP. We’ll implement your personal investment plan for less than you’d pay for traditional advisory services. Guided Wealth Portfolios offers investment management designed to protect your portfolio against volatility and help you pursue your financial objectives.
What Makes Saving Pie
using GWP Unique?
While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with dedicated financial advisors. With GWP, we’ll be your personal advisors, dedicated to you and your goals, helping to guide you through the investing process.
-
Gen Z is making financial resolutions, with 81% of them setting goals for 2023, showing optimism about their financial future.
-
The top resolutions for Gen Z include saving more money, paying down debt, and spending less money.
-
Creating a budget and paying off debt are essential steps for building a strong financial foundation.
.jpeg)
