Broker Check

220 Lyon Street N.W.
Suite 540
Grand Rapids, MI 49503

LinkedIn

Blodgett Wealth Management

(269) 492-1250

 

Guided Wealth Portfolio

Guided Wealth Portfolios (GWP) onboarding instructions:

1.  Watch the GWP video below:

https://lpl.vids.io/videos/4c9adcb21a1ee7c4c4/gwp-investor-enrollment-video

2.  Start the GWP onboarding process by clicking on this link:

http://www.lplguidedwealth.com/advisor/PamBlodgett

3.  Call 1-877-202-1850 if you need assistance.

4.  If all else fails, call Annette or myself @ (269) 492-1250.


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 non-affiliated 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 and 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.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.