Guided Wealth Portfolios
Self-service with advisor support
Looking for a digital investing platform that still has access to a personal financial advisor? A Guided Wealth Portfolio (GWP) may be just what you’re looking for.
GWP is our new digital investment platform designed to help you plan for retirement, save for a major purchase, or simply put your money to work for you by investing in the market. You still get the Consilium Financial expertise, and add the convenience of a digital platform to invest.
We believe in providing our clients the opportunity to have an actively managed portfolio, with access to our services and advice, at a lower overall cost.
To learn more, click the button below, or contact Nicole.