Considering a Robo Advisor to Manage Your Investments?

santa clarita best financial advisorAre you considering having a web-based or “Robo Advisor” manage your investment assets?  Our Guided Wealth Portfolios are designed to address 3 main points to specifically address your changing investment needs as your lifestyle and future goals evolve:

  1. Personalized Advice – Benefit from a customized plan and a personal advisor committed to you. We’ll give you a solution designed to help you accomplish your financial goals, and if you ever have any questions, we’re only a phone call away.
  2. Intuitive and Intelligent Technology – Transfer your existing assets, open accounts, view your portfolio, and make updates via your personal portal. This technology makes the process easy and transparent.
  3. Advanced Wealth Management at a Low Cost – Using time-tested investment techniques, we’ll implement your personal roadmap with cost efficient strategies. We’ll also provide ongoing trading that can maintain your portfolio’s diversification and help you reduce taxes.


Get Your Free Proposal

The next step: Get your free investment proposal.

Your free proposal will show you exactly how we can help you pursue your investment and financial goals.
Get Your Free Proposal


Investing in mutual funds involves risk, including possible loss of principal. Investments in specialized industry sectors have additional risks, which are outlined in the prospectus. An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. Alternative investments strategies may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the
management of alternative investments may accelerate the velocity of potential losses.